I develop long lasting relationships with my clients and I am fully committed to them, their families, and businesses. Upon working together, we will take a holistic approach in ensuring that all aspects of both business and/or personal finances are integrated and communicating with each other. The goal is to maximize efficiency and effectiveness in achieving great success, wealth and protection.
Education and Training:
- SUNY Farmingdale graduate with Latin Honors
- Life, Accident & Health Insurance Licensed
- Series 7 & Series 66 Investment Licensed
Services Offered:
- Retirement Planning
- Insurance Planning and Design
- Estate Planning
- Wealth Management
- Annuities
- Savings Strategies
- Cash Flow Analysis
- Group Benefits