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About Me

About Me

Client Centered

My goal is to become my clients primary financial resource delivering sound investment and insurance strategies that are designed to help them take control of their future. I explain complex strategies in clear language, which helps my clients feel more comfortable with the informed decisions they make.

When we execute a clients retirement plan, whether it's preplanning or changing directions from a current situation, we first review options together. Then, we’ll determine a combination of financial products choosing from just about every investment and insurance company available, along with practical strategies that make sense and best suit their needs. Going forward, I personally check in regularly to make sure they are still on track and sticking to the plan.

I pride myself on professional excellence and reliability, which should give you a high-level of confidence in the programs and strategies we recommend and can implement. Along with our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. 

Whether it's developing a financial plan, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

I can offer a variety of financial products and services that are designed to help you plan for, build, and achieve the financial future you want.

Some areas of focus include:
- 401(k), 403(b), 457(b) Rollover Strategies
- IRA Rollover Strategies
- NYS Pension Planning
- Tax-Efficient Investment & Distribution Strategies
- Long Term Care Planning
- Life Insurance
- Asset Allocations

Experience you can count on

Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.