Our Firm
Since 1851, MassMutual has developed relationships with people like you, to help them lead happier, healthier, and more productive lives. Our success is based on our long history of social responsibility, strong leadership, and sound investment strategies, utilizing a variety of products and services.
My Firm is proud to be a part of this great tradition.
As a well trained Financial Advisor with Blue Ocean Wealth Solutions, a MassMutual firm, I have the knowledge needed to assist clients with their financial analysis and help them meet their long-term financial goals.
I work closely with my clients and can also work with you. I will assist you as you:
- Define your personal financial goals
- Develop a written analysis & recommendation that can help you achieve these goals
- Allocate your assets based on your own tolerance for risk and your time-frame
- Implement your strategy with products and services that help meet your needs. Of course, you are free to implement your analysis & recommendation at the financial intitution of your choice.
My team and I are commited to developing superior services and look forward to working for you and assuring you of best services at all times.