EMPLOYEE
Financial Planner
Business Philosophy
My practice involves helping individuals and businesses pursue their financial objectives with various investment and insurance products. My service focuses on your financial goals as well as providing you a choice of investments as a Registered Representative of Integrated Financial Partners, Inc. affiliated with Lincoln Financial Advisors Corp. and/or insurance as applicable. While focused on Retirement Planning and Wealth Distribution strategies, I provide full Financial Needs Analysis services. I also provide products and services for group benefits for employers.
Professional History
• As Vice President & Relationship Manager for Fidelity Investments Institutional Services division, I worked with financial intermediaries across the US and some European locations providing mutual fund products and services to them for further distribution to their clients. I also worked with Fidelity’s Retirement Services division providing tax qualified products and services in the 401(k), IRA, Simple IRA and Roth IRA arenas.
• As Vice President and Client Service Officer at Allmerica Financial, I spent many years in the retirement industry holding positions in Client Services, Sales Consulting and Operations/Administration. I began my career at Allmerica as an Information Technology professional.
Education
NASD Series 6, 63, 65
Worcester State College, Worcester, MA, B.S., Cum Laude
• Concentrations in Economics and Computer Sciences
Personal Detail
• I reside in Shrewsbury with my wife and our two daughters.
• Member of St. Anne’s Church
• In my free time I enjoy golf, racquetball, skiing, softball and
outdoor activity
Sample Products & Concepts
Annuities, qualified/non-qualified; 401(k), IRA and other consolidation/rollovers; Education Funding Strategies, Estate Planning, Pension Payout Alternatives, Employee Group Benefits, insurance products for both personal and business such as Long-Term Care, Disability Income, Term and Universal Life.