I provide wealth management solutions to families, professional executives and business owners. Together with my team, I help clients address their biggest concerns, including:

• preserving their wealth
• risk management
• mitigating taxes
• taking care of their heirs
• wealth transfer
• charitable giving
• employee benefits and retention services
• retirement planning strategies
• estate strategies
• business continuation strategies

My attention to detail, good listening skills and great empathy are symbols of my appreciation for clients. I am effectively supported by a team of administration, group benefits and investment specialists whose teamwork and professionalism help me build long-lasting relationships with my growing client base and provide an extraordinary service experience.

To learn more about how I may be able to help, please call me at 212-560-4435.

I am licensed to sell insurance in CT, FL, MA, MD, NJ and NY and securities in NY and NJ. I am a registered representative of and offer securities, investment advisory services and financial planning through MML Investors Services, LLC, member (www.sipc.org). Supervisory address:  277 Park Ave., 44th Fl, NY, NY 10172. 212-578-0300.