Broker Check


Wealth management does not always register high on the list of life priorities for teachers. Although the profession is often undervalued in American society, teaching and shaping young minds in the classroom are profoundly significant life endeavors. The future lay in the hands of our educators.

By being a teacher, you understand the value and know the importance of a good, well-rounded education. You’re a teacher because you love to teach. You live for seeing those young minds grasp concepts, recognize how something works, and gain an understanding of how these relate to world.

I salute your profession; appreciate your drive; understand your passion. I also recognize that you may not always tend to the other important factors in life, such as your financial well-being and planning for your future.

I tailor my practice to teachers and take pride in delivering a package of services that are suited specifically to your unique needs. Helping you navigate through the complex maze of the financial realm so that you can place your focus on teaching.

For more than 17 years, I have worked with Teachers and Administrators (in Massachusetts and Rhode Island):

  • Providing 403(b) retirement account investment options,
  • Offering on-going investment advice,
  • Assisting you in making your pension election (MTRS and ERSRI),
  • “Buying back” creditable service time,
  • Navigating through the maze of Social Security (Windfall Elimination Provision and the Government Pension Offset) claiming options.
  • Understanding Medicare
  • Financial Planning

The Lincoln Investment Companies and its representatives are not affiliated with the Massachusetts Teachers' Retirement System  (MTRS), or Employees' Retirement System of Rhode Island (ERSRI); and MTRS or ERSRI do not sponsor, authorize or endorse the retirement educational services described in this or other communications of The Lincoln Investment Companies.