Our Team
Babson College - MBA - 1995
Middlebury College - BA in Mathematics - 1984
Certified Financial Planner (CFP®) - 2000
Chartered Life Underwriter (CLU®) - 2002
Chartered Financial Consultant (ChFC®) - 2004
Investment Advisor Representative - 1998
University of Massachusetts, B.S. Business Management - 1980
Life Underwriters Training Council Fellow (LUTCF) - 1993
Certified Long Term Care Specialist (CLTC®) - 2004
Accredited Investment Fiduciary (AIF) - 2016
Investment Advisor Representative - 1998
Clemson University – B.S. – 2020
