Education and Training:
Metropolitan College of New York- B.B.A.
Baruch’s Zicklin School of Business- M.B.A.
I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial confidence. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.
I help my clients build and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, stability and restful nights.
I was born Jamaica, Queens but have southern roots, having been raised in Birmingham, Alabama since the age of two I am well-traveled, love to cook for my family and friends and am a huge audio book fan.