Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, College Funding Strategies, Group Benefits, Risk Management Strategies, Estate Planning
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. 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 a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. My personal goal is to become a lifetime resource for each and every client.
Chaminade High School 2003
Loyola University, Baltimore, MD 2007
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2200 Northern Boulevard Suite 200
East Hills, NY 11548