Specialties
About Me
As a dedicated financial professional, my purpose is to provide expert financial advice and services that empower individuals and businesses to achieve their financial goals.
Through strategic planning, informed decision-making, and ethical practices, I strive to enhance financial stability, foster growth, and create lasting value for my clients. My commitment is to uphold the highest standards of integrity, confidentiality, and professionalism, ensuring that each client's unique needs are met with personalized solutions and unwavering support. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.
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Interests & Hobbies
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Always free for clients.
Credentials
M.Ed, FSCP
Chartered Designations
What do these credentials mean?
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Disclosures
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.