Insurance Strategies, Retirement Income Planning, Retirement Strategies, Charitable Giving, Business Owners, Group Benefits, College Funding Strategies, Estate Planning, Financial Education
English
I am dedicated to making a difference in people’s lives. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
MM202611-311872
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Fairfield University BS of the Arts
Catholic University Masters of Divinity
SolidCore
Hiking
Cooking
Kayaking
My two cats
Birth Doula &
Chaplain at Washington Hospital Center
Yoga Instructor