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

  • Financial Strategies for LGBTQ Couples and Families
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Investment Management
  • Insurance
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Charitable Giving
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education

Community participation

  • The Penn State Alumni Association - New York City
  • The Hetrick-Martin Institute
  • Sage USA