My Approach

Purpose-driven financial planning looking to cultivates the human side of financial planning, building on a philosophy that life means more to clients than net worth statements or spreadsheet projections. To help ensure that a financial plan reflects the emotional and spiritual needs of clients, purpose-driven financial solutions delve deeper. The result is not so much a single, rigid financial solution, but a vital, holistic process in which wealth is at the service of life.

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Interests

Family, Travel, Physical Fitness, Literature

Social Policy Advocacy

Community Participation

Founder - GRIP - a grass routes volunteer group organizing to provide public awareness of social and policy matters impacting local families and community

Co-Founder - Drug Free Massapequa - a non for profit, volunteer organization established to assist educators, law enforcement and other agencies in reducing the use and sale of illegal drugs to community youth

Volunteer - American Lung Association Annual Long Island Asthma Walk

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Experience

40

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BS - Business Management and Economics - State University of New York
  • MA - Social Policy - State University of New York

Professional Associations

  • Kinder Institute of Life Planning - Registered Life Planner

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Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.