Blue Ocean Wealth Solutions

2200 Northern Boulevard #200
East Hills, NY 11548

Professional Story

Preparing for the next step in life isn’t always easy. 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.

Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. Whether your goals include preparing for milestone life events, protecting your family’s future, or looking for life, disability income, or long term care insurance protection, I promise a new level of attention, insight, and capability.

Outside of my professional work, I am a Marine Corps veteran and value service, discipline, and building long term relationships with the people and families I work with.

Required disclosure:
I am licensed to sell insurance in: New York.

 

Education

SUNY Polytechnic Institute 2023-2025 B.S. Finance Summa Cum Laude

Hobbies

Golf, Baseball, Basketball, Music


Languages: English


Specialties:Military, Business Owners, Insurance Strategies, Retirement Strategies, Group Benefits, Financial Education, Estate Planning