Judith specializes in the needs of small to medium sized, closely-held businesses, focusing on their total benefit package. This includes employee benefits, business succession programs and personal estate planning for the business owner and key executives.

She has 20+ years of experience in the financial planning industry during which time she has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. She has a B.A. from Boston College, and attended the N.Y.U. Graduate School of Education. She is currently a member of the Society of Financial Services Professionals, the Portsmouth Chamber of Commerce and the Financial Planning Association. She is also a qualifying member of the Million Dollar Round Table.

She is a registered representative with and offers securities and investment advisory services through LPL Financial, Member FINRA/SIPC.

Contact:

Phone: 781-893-0909 x303

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