Focus: Insurance Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Estate Planning, Financial Education
Preparing for the next step in life isn’t always easy. I know this, as I am a recently relocated business owner from the Rochester/Binghamton area. As owner and Managing Partner of Novel Tea Café, I gained considerable experience, and I am well equipped to work with small business owners. Through my own experiences I know and understand the challenges they and their businesses face each day. I also work with individuals and families on Long Island and in the metro NY area
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.
Capitalizing and utilizing my business experience and the economic discipline and valuable insights gained through my degree from SUNY Binghamton in Economics with a specialty in Financial Analysis, I’ve now gravitated towards financial planning while seeking to help other’s meet their financial goals and to build their personal wealth. I am dedicated to making a difference in people’s lives. This can be seen through my work as a certified EMT and as a volunteer at Rochester General Hospital. I have a true affinity and desire to work with people and to help them.
My desire to help others and my discipline and conservative nature can also be seen in my work and participation in martial arts. In addition to holding a second-degree black belt in Taekwondo, I’ve also used my training and experience to help others by volunteering at a local community college helping instruct beginner and aspiring students.
Interestingly, some of the basic tenets and most underlying principles of Taekwondo - courtesy, integrity, and perseverance - mirror the traits that are absolutely necessary in proper financial planning.
2929 Expressway Drive North Suite 200
Hauppauge, NY 11749