Senior Account Executive
I come from a family of first generation Italian immigrants. We’re big talkers. My Dad sold TV sets for Meier & Frank and my mom ran the PTA. My instinct still tells me to pick up the phone and call someone instead of sending an email. It’s just the way I was raised.
This fits perfectly with my work here at Impact Benefits & Retirement, where I’m lucky enough to put into use my four favorite skills: problem solving, research, technical writing, and, of course, communication. As the primary service contact for all health and welfare client relationships, I work directly alongside our clients to help with administrative tasks associated with their benefits programs.
Before joining Impact Benefits & Retirement I managed bond claims and was a grant writer for a large non-profit agency. Prior to that I practiced law. I have learned to deal with bureaucracy in a non-bureaucratic way. I truly like to read arcane, legalistic, difficult information (I’ve read the entire 2,400 pages of the Affordable Care Act), and turn it into real-life solutions. That’s what makes me good at my job. I’m interested in leaving you better off than you were, not giving you a sales pitch.
When I’m not at work, I love to cook. I also love to eat and thoroughly enjoy exploring the ever changing Portland food scene. As a hobby, I’ve been making Pinot Noir wine for 11 years, and we just bottled our 2013 vintage – it looks to be a good one. I was born and raised in Portland and I never left: Sunset High School, Portland State University, Lewis and Clark Northwestern School of Law. My wife and I met in law school and you’ll often find us together on a variety of volunteer projects. Both of our children work in the arts. No surprise there, like I said, we’re a family of talkers.
Group Insurance services are not provided through LPL Financial or Financial Advocates Advisory Services.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
5441 SW Macadam Ave. Ste 301
Portland, OR 97239
Toll Free: 877-248-0561
Impact Benefits & Retirement © 2017. All Rights Reserved.
Advisory services offered through LPL Financial, member FINRA/SIPC and a registered investment advisor. Investment advice may also be offered through Financial Advocates Advisory Services, a registered investment advisor, DBA Impact Benefits & Retirement and a separate entity from LPL Financial.