Specialties
About Me
I can help individuals and business owners navigate a wide range of financial needs, including life insurance, business solutions, investments, retirement and estate planning, college funding, long-term care, and lifetime income strategies.
I am well-versed in Retirement, IRA, Roth IRA, Rollover plans, Annuities, 529 College Funding, Employee Benefits Planning, and SEP and SIMPLE IRAs, focusing on finding the best financial solutions for each client’s unique situation and budget
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CLTC, Ph. D.
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Neither New York Life Insurance Company nor its agents provides tax, legal, or accounting advice. Please consult your tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency. If you do not wish to receive email communications from New York Life and/or NYLIFE Securities LLC (member FINRA/SIPC), please reply to this email, using the words "Opt out" in the subject line. Please copy email optout@newyorklife.com New York Life Insurance Company, 51 Madison Avenue, New York, NY 10010.