06/23/2026
Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.
Agent licensed to sell insurance through Mass Mutual Insuance Company
Preparing for the next stage of life financially and personally can feel overwhelming, and my goal is to help individuals, families and small businesses gain clarity and confidence in their financial future. I work closely with clients to define their goals, create personalized financial strategies, and implement solutions aligned with their needs and values. My approach is rooted in education, tr
06/23/2026
Whole life insurance can be a smart way to help protect your wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your assets.
U.S. equities moved higher last week as easing geopolitical tensions and lower energy prices helped steady the market. Fixed income was mixed, with longer-term yields dipping as inflation concerns eased, while strong consumer activity and the Fed’s steady stance remain key themes to watch. Read this week’s market perspective to learn more.
06/22/2026
As your business grows, your benefits strategy should too. What you offer and how you communicate key information to your employees will change based on your headcount. I can help you understand your options. Let's talk.
06/21/2026
Today we honor the care and resilience of fathers everywhere. Wishing you a wonderful day!
06/19/2026
Today we honor Juneteenth — celebrating freedom, resilience, and the enduring contributions of Black Americans. Wishing you a reflective and joyful .
06/18/2026
Student loans don’t pause when you’re unable to work. Disability income insurance with student loan protection can help you stay on track for what life brings. Let’s make sure you’re covered.
06/18/2026
For many in the LGBTQIA+ community, planning for retirement may include caring for chosen family, navigating unique legal considerations, or building long‑term security.
I’m here to help you establish a retirement plan designed to support the future you envision.
With IPO activity picking up and valuations reaching eye-catching levels, it’s worth taking a closer look at what’s driving the current market environment—and what may already be priced in. This quick read from Daken Vanderburg, Chief Investment Officer MassMutual Wealth Management, explores the risks and realities behind today’s IPO surge. If you have questions about how this could connect to your broader strategy, let’s talk.
https://bit.ly/3QLPa48
Last week, U.S. equities posted modest gains, overcoming early volatility tied to shifting rate expectations and geopolitical news. Treasury yields eased as lower energy prices helped temper inflation concerns, while mixed economic data kept investors cautious but selectively optimistic. For more insights, check out this week's market perspective.
06/15/2026
With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.