Hello and thank you for visiting.
A little about me. My experience includes a banking career that began in the mid 70s in Nashua, New Hampshire. Later, through the 90s, as Senior Vice President of Chittenden Bank I was responsible for an array of commercial services, marketing, lending, lease and payment services.
With over 40 years of banking and financial services experience, I enjoy helping businesses and individuals organize for retirement security; including life, long term care and Medicare Supplement, Medicare Part D Prescription Drug and Medicare Advantage (Part C) insurance solutions. My home state resident license is issued by New York State however I assist individuals beyond New York including residents of Florida and Virginia.
I was born in New York State, and having lived in New Hampshire and Vermont now reside in Niskayuna, Schenectady County, New York.
I invite you to subscribe to the blog updates and, of course, please call (518) 346-2115 or send me a note with your questions and suggestions..
With respect and gratitude,
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