As an Insurance Advisor, I am dedicated to guiding clients through the complexities of insurance. My priority is providing tailored solutions that fit lifestyles and budgets. I focus on ensuring that my clients feel informed throughout their insurance journey. Whether you’re seeking coverage for your home, person or family…I offer expert advice and steer clients in the right direction.
Our Services
Living Benefits
Allows you to access a portion of the policy’s death benefit while still alive if diagnosed with a qualifying critical, chronic or terminal illness. Can help cover medical costs, replace lost income or handle normal/lifestyle bills.
Mortgage Protection
Ensures your family can stay in their home by paying off or covering mortgage paymenrs if you pass away unexpecedly. It provides peace of mind protecting your loved ones from financial stress.
Offers affordable coverage for a specific time period (ex. 10, 20, 30 or 40 years) If you pass during the term, your beneficiary will receive the death benefit, providing financial security like income replacement or debt coverage.
Final Expense
Designed to cover end-of-life costs, such as funeral expenses, medical bills or outstanding debts. Affordable coverage helps ease the financial burden on your family.
Term
Whole Life
Lifelong coverage with a guaranteed death benefit and a cash value component that grows over time. Offering financial stability for your loved ones and the potential to build wealth you can borrow against or use in retirement.
Indexed Universal Life
Combines the flexibility of Universal Life with the potential for cash value growth tied to a market index, like the S&P 500. It offers a death benefit, tax-advantage savings and the ability to adjust premiums or coverage.
Book an appointment
This part of the site will be set up in the future. For now, just use the contact tab in the top right to get in contact with my assistant Sam or I.
More about me
Raised on Cape Cod, MA, I learned the value of hard work during busy summer seasons at the Lobster Trap, doing landscaping, chauffeuring and other odd jobs. At 13, a mentor introduced me to financial literacy and investing, shaping my passion for securing my financial future. This led me to a career in life insurance, where I now can help others protect their financial security.
Hobbies of mine include cooking, nature walks, fishing, tennis, pickleball, reading and golfing when I can. (my oldest brother is a PGA teaching pro)
