Financial Services Professional
I am dedicated to making a difference in people’s lives. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in:
- retirement income solutions
- estate strategies
- employee benefit and retention services
- business continuation strategies
I am passionate about spending my free time enjoying nature and live music with friends and family. I also enjoy being active in the community and volunteering with non-profits.
I am licensed to sell insurance in New York
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.