BA - Cornell University
JD, cum laude- Boston College Law School
LL.M (Tax) - Boston University Law School
Securities Licenses - Series 7 & 24
Admitted to Practice - Massachusetts and Vermont
Distinguished Accredited Estate Planner and member of Estate Planning Hall of Fame - NAEPC
Senior Consultant - Lincoln Financial Group
Former Senior Vice President - CIGNA Corporation & National Life of Vermont
Author - "Working with LLCs - A Practitioner's Guide" & "Comprehensive Buy Sell Agreements"
Columnist - Journal of Financial Service Professionals
