Specialties
About Me
I am a proud torch bearer of Strategies for Wealth’s 90 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security.
I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning. I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights. I was born in Jamaica, Queens but have southern roots, having been raised in Birmingham, Alabama since the age of two. I graduated from the Metropolitan College of New York with a BBA degree and received my MBA from Baruch’s Zicklin School of Business
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Interests & Hobbies
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Credentials
RICP
Chartered Designations
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Disclosures
CA Insurance License# 0K86573 | AZ Insurance License# 1616265 Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.