Preparing for the next step in life isn’t always easy. I believe acquiring knowledge is the key to a successful financial future.

As someone with more than 20 years of experience in leadership roles at several prominent Wall Street firms I have made it my priority to provide clients with tools and resources to enable them to make informed financial decisions.

Together with my team, I’m able to deliver total financial analysis through a network of experienced professionals with detailed knowledge in: advisory services, retirement planning, estate planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

My trading experience gives me a unique perspective on the importance of sound financial judgement and my personal experience working in lower Manhattan on 9/11/2001 has only strengthened my belief that risk management is an essential component of any comprehensive plan.

I am licensed to sell Insurance in: FL, NY, PA, GA and Securities in: FL and NY.

I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC. Supervisory address: 315 W Town Place, Unit 8 St. Augustine FL 32092