Focus: Insurance Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Group Benefits, Business Succession Planning, Financial Education, Investment Strategies
Knowledge is the key to a successful financial future. I focus on creating long lasting relationships with people to provide clarity to people's life in many different facets.
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I am licensed to sell insurance in: NY, PA, MD
I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 300 Corporate Pkwy Suite 216N Amherst 14226 (716) 852-1321
Susquehanna University (2016-2019)
Check the background of this investment professional on FINRA’s BrokerCheck
300 Corporate Parkway Suite 216N
Amherst, NY 14226