Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution

Education

  • College of New Rochelle, Bachelor of Arts (B.A.), 1976-1980

Community participation

  • Board Member, Brieant Youth Alliance

Interests

I am a board member at the Brieant Youth Alliance. We strive to help at-risk youths find their place in the world. It is extremely rewarding.

I am a member of Lake Isle Country Club in Eastchester, NY. I love to go there with my grandchildren. I am also a member of the New York Sports Club and enjoy long walks on the treadmill while listening to my favorite music.

I am an avid traveler and have traveled extensively throughout Europe and Southeast Asia. I also love the beautiful beaches we have nearby on Long Island.

I enjoy going to the theater as well as concerts.