My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Tennis
  • Boating

Community Participation

  • Past Vice President and Member of the Bowne Park Civic Association
  • Volunteer with the USTA

Experience

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Areas of Focus

  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 6, 7, 63, 65, 9, 10
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Education

  • BS in Economics, Queens College, Queens, NY 1961
  • Certified Financial Planner Certification, Long Island Univ., Woodbury, NY 2000

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

My Videos(2 videos) X