Focus: Insurance Strategies, Business Owners, Business Succession Planning, Retirement Income Planning, Financial Education, LGBTQ
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I’m a small town kid, growing up in northern New York, deep in the Adirondacks. I’ve since fallen in love with Long Island and NYC, settling in to enjoy all my new home has to offer. On the weekends you’ll find me outdoors with my dog exploring the world and searching for adventure!
Stony Brook University
900 Stewart Avenue Suite 260
Garden City, NY 11530