Specialties
Estate PlanningWealth ManagementFinancial PlanningLife InsuranceHealth Insurance
About Me
Married, with two amazing girls.
Board member of Chidlren's Medical Fund of NY. Work with clients on all aspects of their financial life.
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Interests & Hobbies
Golf, Ice Hockey, Baseball, Football, Comedy
Ready to talk?
Always free for clients.
Credentials
CLU
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Summit Trail is a leading Networked Family Office – intentionally designed for those who have outgrown traditional wealth managers and desire the outcomes of a more dynamic, connected approach previously only found with individual family offices.