420 Lexington Avenue, Suite 2510
New York, NY 10170-2199
Professional Story
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Financial Planning
- Investment Advisory services
- Retirement analysis and programs
- Estate analysis and strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Languages: English
Credentials: ChFC®
Specialties:Insurance Strategies, Investment Strategies, LGBTQ, College Funding Strategies, Retirement Income Planning, Business Owners, Group Benefits, Risk Management Strategies, Estate Planning, Business Succession Planning, Retirement Strategies, Financial Planning
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