Professional
I have been a part of the financial services industry since 1982.
I earned a bachelors of science degree in Sociology/Philosophy from the College of Holy Cross in Worcester, MA in 1978, achieved my CFP® certification from the College of Financial Planning in Colorado in 1992 and ChFC designation from the American College in Bryn Mawr, Pennsylvania in 2003.
I have been a qualifying/life member of the Million Dollar Round Table (MDRT) for many years (1995-1998, 2000-2007). MDRT is the premiere association of financial professionals.
I am a member of the National & Hartford Association of Insurance & Financial Advisors - NAIFA/HAIFA.
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