A commitment to excellence is what drives me. It’s not just a motto of a classic NFL team from a bygone era.  For a potential client who seeks to protect and preserve their family and legacy and optimize their overall finances, it starts with dialogue and a good understanding of where they are today. Clarity before solutions. 

Everyone and every situation are unique, and as an advocate for others, I bring tried-and-true experienced-based strategies to help others make and keep their financial commitments in life. Knowledge and wisdom are at the core.  Many times, collaboration with teammates and other professionals is warranted to solve more challenging client issues. 

But it’s never about the financial product, it’s about fulfillment.  And I will not let up until my client is 100% satisfied and at peace.

Education

Herbert H. Lehman College, CUNY