Confluence Wealth Management LLC

Description

My primary professional goal is to provide my clients with financial peace of mind. I accomplish this by creating multiple financial steps, all leading to their ultimate, personalized goal. One of my favorite expressions is: “You can’t hit a target you can’t see.” So I will ask: “What’s your goal?” I believe the distance between now and my client’s goal is not as important. What’s most important is that first step of working with a good financial planner who can help you see around the blind corners, and chart a path to reach that goal.

I worked in the legal field for over 17 years before pivoting to a second career as a financial planner in 2010 with MassMutual Financial Group, with a dual focus on insurance planning and investment management. Of those 17 years in the legal system, I spent the majority in commercial and personal injury litigation as an attorney in private practice. My experience taught me the value of sound risk management as a foundation for wealth building.

With decades of experience, our accomplished and committed leaders offer deep perspective and passion to every client situation. We invest the time to listen and ask the right questions in order to provide solutions tailored to achieving your financial objectives.

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