2200 Northern Boulevard #200
East Hills, NY 11548
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 income solutions
- Estate Strategies
- Employee benefit and retention services
- Business continuation strategies
Adelphi University (2018-2022)
- Insurance Strategies
- Financial Education
- Group Benefits
- Business Owners
- Retirement Income Planning