Juris Doctor; Life, Health, and Disability insurance licenses; Series 6, 63, 65, and 7 Securities Examinations; licensed in New Hampshire, all of New England, CA, FL, NY, VA and others; FINRA Broker check to look me up, brokercheck.finra.org; CRD Number 6171635
After practicing law for a number of years, I changed careers and now help families and business owners with many areas of financial and insurance planning. Including; life insurance, retirement planning, investment management, college funding, and rollovers of old retirement accounts (ex. 401k, IRA). I have numerous clients in various non-monogamous relationship arrangements and enjoy assisting them with the unique opportunities and challenges that they are presented with.
Fee-Based Planning on a sliding scale or commission based sales, as preferred