Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Business Retirement Plans
  • Domestic Partner Planning

Community participation

  • Member of the LI Mystics an active magic club on Long Island promoting prestidigitation to all
  • Member of the Society of American Magicians a Nationally recognized magic organization

Interests

  • Enjoy traveling with my family to the Caribbean for Scuba diving and excursions
  • I love performing close-up magic in restaurants, senior home and children's hospitals ( Your table me is my stage)
  • Competing in BBQ tournaments (Memphis in May) is my once a year get down an dirty cooking nothing but BBQ for a week. The smell of smoke stays with me for Days. Mmmmm!!!