As Managing Director of insurance services at Examplar, I aid clients in determining their needs and reaching their goals by utilizing my extensive knowledge of the insurance industry and its products. Moreover, the professional relationships I have developed over the years, throughout the industry, will lead to efficient and effective implementation of basic and advanced financial planning strategies. Such advanced design requires coordination with the legal and accounting professions in such areas as estate planning, business continuation, key person life insurance, and executive benefits. Additionally, I will be responsible for developing and maintaining brokerage lines for diverse insurance products including property-casualty, life, health, long-term care, and other specialty insurances.
BA Biology, Hartwick College. Past securities licenses held include Series: 7, 63, 6, and 22. I am currently licensed to sell health and life insurance and I am an Accredited Investment Fiduciary (AIF). I am a past president of Heritage Advisors, Inc., a Massachusetts RIA.
Headed up business development for a revolutionary cardiovascular medical device company.
Volunteer with Habitat for Humanity.
Father, snowbird, foodie. Enjoyed captaining over 50,000 nautical miles between Maine and Mexico.
As a financial planner for 35 years, I find the value proposition and multidisciplinary approach at Exemplar truly refreshing. I have seen clients procrastinate on doing necessary estate planning and/or implementation of business continuation strategies etc. because of the fear of incurring unknown open-ended professional costs. I have encountered CPAs and lawyers who refuse to form a team and work in their client’s best interests due to their territorial attitudes. To design and implement many of the planning needs and goals of clients, professionals must come together and work on a comprehensive plan that can only come from a team approach such as what Exemplar offers its clients. If you appreciate our project pricing value model, our holistic and interdisciplinary approach, and having access to analysts and deal-makers with decades of experience, then we would love to have a chance to serve you.