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Specialties
I help business owners attract and retain talented employees through employee benefits and individual financial protection solutions.
I also offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to income protection, 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. I'm an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of New York. I'm also licensed in the sates of Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Mississippi, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, and Wisconsin. AR license #15428182 CA license # 4270860 Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the state of New York. No offers may be made or accepted from any resident outside the specific state referenced. (Finger Lakes General Office, 375 Woodcliff Drive, Fairport, NY 14450, 585-248-6700). Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Financial consultations are free with no obligation.
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Always free for clients.
RICP, CLTC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Registered representative offering securities through NYLIFE Securities LLC, member FINRA/ SIPC, a licensed insurance agency. NYLIFE Securities is a New York Life company. 209 High Point Drive, Suite 310 Victor, NY 14564 (585) 248-6700.