Professional
A career aptitude test once told me I was best suited for an occupation as a funeral director, teacher, or stand-up comedian. I think my career with Northwestern Mutual has taken bits and pieces of all three.
In 1979 I was laid off as a fork lift operator. At the time, I had one more semester of college separating me from receiving a diploma. Subsequently, I signed up for a sales internship with Northwestern Mutual and never left.
Shortly after that, I received a Bachelor's Degree in Marketing from Western New England University. As I began to build my career with NML, I continued my education to achieve CLU, ChFC, CFP, CASL, and LUTCF. I take pride in being a Financial Advisor, helping individuals and families plan for their future, and accomplish their goals. My success in the field as been recognized by several organizations, including the Million Dollar Round Table (MDRT). I also received the National Quality Award in 1980, and 1993-2010, as well as the National Sales Achievement Award from 1980-1990, and 1992-2010.
In the past, I have held positions as the President for the Springfield Chapter of NAIFA, State President of the Massachusetts Association of Insurance and Financial Advisors, President of Society of Financial Service Professional, President of Wilbraham-Hampden Rotary, and Director and Committee Chair for MDRT.
I understand my clients are in different stages of life: you might be purchasing your first home, financing a child's education, or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. I am truly dedicated to learning about my client's personal goals. Together, we will use them to build a financial security plan focused on your specific needs.
Associations and Memberships
National Association of Insurance and Financial Advisors - Past State President
Western Mass Society of Financial Service Professionals - Past President
Years of Experience
Representing Northwestern Mutual since 1978.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Marketing | Western New England College |
Awards and Recognition
Million Dollar Round Table Provisional Member 1980
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying Member 1981, 1994-1995, 1997, 1999-2002
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
Million Dollar Round Table Qualifying/Life Member 2003-2015
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Quality Award 1980, 1993-2010
Award recognizing persistency and performance
National Sales Achievement Award 1980-1990, 1992-2010
Award recognizing performance