My goal is to help people understand their financial world, and how one decision affects another. Whether it’s insurance, investments or any other financial planning vehicle, the plan works best when it is coordinated. To get there can be overwhelming. The key is to make clients feel comfortable with me, share my knowledge and make the process less overwhelming. Once the client gets to know me, they can decide for themselves if I am a good fit for them. At the end of that discussion, I can lead with what ultimately serves the client and their needs. My philosophy is that openness equals comfort, which equals trust which equals efficacy. Coupled with honesty and integrity, these elements make my professional relationships satisfying for all involved.
Education and Training:
Brooklyn College B.S., Accounting
Community, Charitable or Professional Organizations/ Associations:
10 year member of Child Abuse Prevention Program (CAPP)