Specialties
Retirement PlanningFinancial PlanningLife InsuranceLong Term Care InsuranceDisability Insurance
About Me
With over 35 years experience as a business owner, I work with small business owners and professionals in developing effective plans to protect their families and business, as well as financial plans to secure their future.
Working together with client's legal and tax professionals is essential in providing effective financial planning. Financial Services Representative Registered Representative with NYLife Securities LLC
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Interests & Hobbies
GolfTravelLanguages
Ready to talk?
Always free for clients.
Credentials
MS, FSCP®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Any suggested strategies for tax or legal planning are to be implemented with a certified tax or legal professional.