Financial Services Professional
I am dedicated to making a difference in people’s lives. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I was a Golf Professional and member of the PGA for the past 7 years, and I look to take my golf coaching expertise and translate that into trying to help clients and accomplish that goal.
I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
My goal is to provide families and business owners with assistance in building their financial freedom.
I am licensed to sell insurance in: NY