Focus: Insurance Strategies, Business Owners, Financial Education, Retirement Income Planning, College Funding Strategies, Group Benefits
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 offer an analysis of your current financial situation and help you 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. 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 graduated from Quinnipiac University with a Bachelors of Science in Marketing.
Outside the office, I enjoy playing golf, watching movies, and traveling.
I am licensed to sell insurance in New York.
2929 Expressway Drive North Suite 200
Hauppauge, NY 11749