Meet the Team
Our focus is on building client wealth in a way that is comfortable for the client. This is accomplished by communicating openly and effectively to produce tailor-made investment strategies that incorporate our clients’ investments and lifestyle.
Our practice consists of a team of focused professionals drawing on a range of specialized skills that encompass tax, legal, investment, finance and insurance experience. Our goal as your financial advisors is to be the key strategist who sets theteam of financial professionals in motion to provide clients with the confidence that their long term goals will be met.
Certified Financial Planner™ professional
Financial Planner, Financial Advisor
At MassMutual Tri State, our team approach provides you with complete financial resources, and we will create an integrated and customized solution to help fulfill all your financial goals and objectives. You can benefit from the commitment, expertise and personal focus of our team.