My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Areas of Focus:
Retirement Planning Strategies, Wealth Preservation Strategies, Small Business, Retirement Plan Distribution, Executive Compensation and Benefit Strategies, Employee Stock Options, Domestic Partner Planning, Saving for Education, Estate Planning Strategies, Retirement Income Strategies, Education Planning, Insurance Investments, Cash Flow Management Strategies, Tax Planning Strategies, Charitable Giving Family Finances

I am licensed and registered to conduct business in NY.Based on licenses and registrations I hold, I may also conduct business in CT, NJ, CA, IA, IN, PA, FL, DE, VA.