Our office "Elder Statesman", with over 40 years in the financial services industry. Associated with Capital Analysts of New England, Inc. since its inception in 1972. A graduate of Wharton School University of Pennsylvania– majoring in life insurance.
Past president and officer of various local industry associations. On advisory committees to three Massachusetts Insurance Commissioners. Holds Brokers and Security licenses in many states. Massachusetts licensed Insurance Advisor. Specialty: Estate tax planning and funding for business owners and wealthy individuals/family groups.