I am with Robert Fine & Associates, a renowned family-run financial services firm located in Framingham, Massachusetts. My practice specializes in the management of risk and capital resources, as well as financial efficiency and tax strategy, with specialized knowledge regarding the needs growing families.
I realize that trust and family are very important when it comes to investments and insurance. I’m proud to have been honored with industry awards such as the Client Builder Diamond, Tier 1 and Tier 2 awards, in addition to being recognized by my peers as an honoree of the Worcester Business Journal 40 under 40. I am privileged to be a sought-after professional in the areas of personal and business planning due to my unique and nontraditional approach. I have created a team of hand-picked professionals and consultants to provide an unequaled comprehensive experience for my clients.
Additionally, I frequently speak and present at conferences in the areas of financial services, insurance, marketing and business management.
As a result of my hands-on dedication, commitment to the success of my clients, and giving back, I'm proud to say many of my clients have become close friends that have worked to achieve abundance and financially stable lives.
Giving back is extremely important to me and to my family. Some of the organizations we give back to include The Jimmy Fund, Rebuilding Together, and Autism Speaks.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.