I am a Registered Representative with FINRA. I carry a Series 7, 55, 63, 65 and hold my Life, Health and Annuity licenses. I am committed to helping families with investments, taxes, estate planning, college savings accounts, insurance, and retirement. I am a former member of the New York Stock Exchange with 40 years of experience on the floor. I have previously worked with Wall Street institutions as an Equity Sales-trader and have been an advisor for over 10 years. I have been in your seat for half my career. I believe every client has different financial concerns but that it’s my job to customize the proper solution. 

I will make it my highest priority to help you reach your financial goals. My most important job is to listen and address your financial concerns. We will develop a plan that aligns with your financial needs, experience, time horizon and most importantly your risk tolerance.  Regardless of where you are in life, we will learn the tools and utilize the financial products to develop the right strategy for your specific financial goals. We will go through your financial education together.