Is responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning
Holds a BS in business administration from Northeastern University; an MSFS from the American College of Financial Services; and a JD, with a focus on estate, trust, and tax law, from New England Law Boston
Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Certified in Long-Term Care (CLTC) designations, as well as Massachusetts life, accident, and health insurance licenses
Holds FINRA Series 6, 7, 24, and 63 securities registrations
Has prior experience in positions at Renaissance Insurance Group, John Hancock, and Ernst & Young
