I am dedicated to making a difference in people’s lives. 

I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Retirement analysis and programs
• Estate Strategies
• Employee benefit and retention services
• Business continuation strategies

I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:

      • Define your personal financial goals
      • Develop a financial strategy that can help you achieve these goals
      • Suggest suitable products and solutions based on your own tolerance for risk and               your time-frame
      • Implement your strategy with products and services that help meet your needs.

Education

Adelphi University (2018-2022)

Affiliations & Memberships

Board Member - Westbury Carle Place Chamber of Commerce, Board Member - Manhattan BNI Chapter 31 Hall of Fame