Clients choose to work with me because of my expertise and specialization. As a dedicated holistic financial planner, my focus is on planning design and implementation*. This concentration allows me to offer customized and creative plan strategies to help clients grow their assets and protect their loved ones. I enjoy working together with my clients to help them make informed decisions that maximize the potential of their financial life through financial planning process.

* Please note that you can implement your financial plan at the financial institution of your choice.

I take a collaborative and comprehensive approach to financial planning, working together with clients to build a plan that reflects themselves, their families and their life. Using technology, my clients have 24/7 access, review and track their plans online.

If you ever have questions about your plan or about specific financial products, connect with me today. I will set up a time to meet with you (in person or via zoom) to review your needs and address any questions you may have.


I am licensed to sell insurance in FL, NJ, NY, CT, PA and SC and securities in New York, New Jersey and Texas. I am a registered representative offering securities through MML Investor Services, LLC, member SIPC (www.sipc.org). Supervisory address 420 Lexington Avenue, Suite 2510, New York, NY 10170. (212)578-0300

Education

The City College of New York - Economics

Hobbies

Hiking, Shooting, Formula 1 Racing, Beaches

Affiliations & Memberships

MDRT, Society 1851

Community Involvement

Volunteer Board - Counseling in Schools