I joined the Nathan Agencies as an assistant in 2014 to provide support for life and health insurance. Gradually, I broadened my scope to include other areas of insurance and financial planning, and eventually became a full-time advisor in 2018. I currently hold the designations of Accredited Investment Fiduciary® and Chartered SRI Counselor™. It is important to me that I understand each of my clients’ particular needs and priorities, and that I can serve as a resource to educate and empower them when it comes to their financial well-being.
I live in Belchertown with my wife, Jackie and our dog, Bandit. I am a firm supporter of the arts, particularly music and film. I currently serve as the President of the Board for the Northampton Community Music Center.
Designations & Licenses
- Registered Representative and Investment Adviser Representative since 2018
- Accredited Investment Fiduciary® / AIF®
- Chartered SRI Counselor™ / CSRIC™
- FINRA Series 6, 7, 63, and 65 securities registrations