Chartered Financial Consultant

Chartered Advisor for Senior Living

Chartered Life Underwriter

Licensed Insurance Advisor

Certification in Long-Term Care

Notary Public

Insurance and Financial Industry Speaker To

Taught Semester Classes to Insurance Agents on “Long-Term Care” and “Planning For Seniors”

Insurance Agents on Boston Commission on Elderly Affairs

Councils on Aging

Rotary Clubs

Senior Citizen Organizations

Disabled Veteran Groups

Families with Multiple Sclerosis and other Disabilities

Hospitals and Universities

Massachusetts Silver Haired Legislature Conference

Industry Affiliations

National Association of Insurance & Financial Service Professionals

National Association of Life Underwriters

Boston Chapter of CLU & ChFC

National Association of CLU & ChFC

Boston Estate Planning Council

Past President of South Shore Branch
of Boston Life Underwriters Association

Former Director of the Boston Life Underwriters

Society of Financial Service Professionals