Focus: Insurance Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Retirement Strategies, Financial Education, Risk Management Strategies, Estate Planning, Business Succession Planning, Business Owners
Preparing for the next steps in life isn’t always easy. Knowledge is the key to a successful financial future. I am dedicated to making a difference in people’s lives and helping you protect those you love.
I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
College of Staten Island (2008-2012)
Affiliations & Memberships
Staten Island Chamber of Commerce
2 Teleport Drive Suite 300
Staten Island, NY 10311-1006