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  • Company: Baystate Financial
  • Title: Financial Services Representative
  • Office Location: 100 William St ste 300
About Me
  • Bio:

    My mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. My goal is to become a lifelong resource to my clients. I hold a BSEd from the University of the Missouri-Columbia. I have over 25 years of experience as a financial services representative and hold series 6 & 63 securities registration. I hold the title of Investment Advisor Representative.

  • Description of Services:

    I am trained and licensed to provide financial solutions to my clients and prospects. My goal is to become a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients. I am licensed to sell insurance in: MA, RI, NH, CT, FL, ME, NY, SC, TX. I am licensed to sell securities in: AZ, CO, CT, ME, MA, NH, RI, VT, HI, FL, TX, NY, SC, MD. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor. Boston, MA 02210.

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      I am trained and licensed to provide financial solutions to my clients and prospects. My goal is to become a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients. I am licensed to sell insurance in: MA, RI, NH, CT, FL, ME, NY, SC, TX. I am licensed to sell securities in: AZ, CO, CT, ME, MA, NH, RI, VT, HI, FL, TX, NY, SC, MD. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory address: 1 Marina Park Drive, 16th floor. Boston, MA 02210.

      My mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. My goal is to become a lifelong resource to my clients. I hold a BSEd from the University of the Missouri-Columbia. I have over 25 years of experience as a financial services representative and hold series 6 & 63 securities registration. I hold the title of Investment Advisor Representative.