Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Saving for Education
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investments
  • Tax Planning Strategies

Education

  • BBA, Pace University