Team profile


You are not just another face in the crowd

You are unique, and so are your financial goals. That’s why we take the time to understand what’s truly important to you.

We can help you prepare for whatever life brings—both the expected and the unexpected—with personalized advice tailored to you.

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies

Community participation

National Day of Service-November 14, 2014
National Day of Service-November 14, 2014

Our team participates in a number of non-profit and community service type organizations including: The Mary Brennan Inn, Wounded Warriors Project, Long Island Cares, RDH12 Fund for Site, Child Abuse Prevention Services (CAPS), Moxxie Mentoring Program, Little League Coaching, American Cancer Society and many more.