Education & Training:
- St. John’s University
- St. John’s University – MBA Finance
- Life and Health Licensed
- Series 7 and 66 Registered
My commitment is to educate you on how much you should be saving (and to find creative ways for you to save the right amount of money), where you should be saving in order to avoid excessive taxation, how to decide which options to choose within your group benefits, what insurances you should own, how to properly manage debt, and most importantly how to plan so that your short and long term life goals are accomplished.