I am a Registered Representative with FINRA, holding Series 7, 55, 63, and 65 licenses, along with Life, Health, and Annuity certifications. With over 40 years of experience, including a past membership on the New York Stock Exchange, I bring a wealth of knowledge from my roles as an Equity Sales-Trader with Wall Street institutions and over 10 years as a financial advisor. I understand the perspective of clients because, for half my career, I was in your seat.

My commitment is to help families navigate investments, taxes, estate planning, college savings, insurance, and retirement. I believe every client has unique financial goals and concerns, and it’s my role to customize solutions that fit each one.

Your financial goals are my highest priority. I focus on listening to and addressing your specific needs. Together, we’ll develop a plan that aligns with your financial background, experience, time horizon, and most importantly, your risk tolerance. Regardless of where you are in life, I’ll guide you in using the right tools and financial products to create a strategy that fits your goals. This journey is about more than just financial planning; it’s about building your financial education and confidence, step by step, together.

My commitment is to help families navigate investments, taxes, estate planning, college savings, insurance, and retirement. I believe every client has unique financial goals and concerns, and it’s my role to customize solutions that fit each one.

Your financial goals are my highest priority. I focus on listening to and addressing your specific needs. Together, we’ll develop a plan that aligns with your financial background, experience, time horizon, and most importantly, your risk tolerance. Regardless of where you are in life, I’ll guide you in using the right tools and financial products to create a strategy that fits your goals. This journey is about more than just financial planning; it’s about building your financial education and confidence, step by step, together.

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.