BUSINESS PHILOSOPHY

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 my clients in meeting their established goals. My personal goal is to become a lifetime resource for each and every one of my clients. 

PRODUCTS AND SERVICES

• Fixed and Variable Annuities
• Charitable Giving Strategies
• Disability Income Insurance
• Estate Conservation Strategies
• Education Funding Strategies
• Health Insurance*
• IRA Consolidation/Rollovers
• Long-Term Care Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Lump Sum Pension Distribution
• Medicare Supplement Coverage
• Pension Payout Alternatives
• Pension Transfer/Rollovers
• Mutual Funds
• Tax Sheltered Annuities, 403(b) Plans
• Term Insurance
• Universal Life Insurance
• Variable Universal Life Insurance
• Whole Life Insurance
• Stocks & Bonds
• Managed Accounts
• Wealth Management Services

PERSONAL

• Over 25 years Retirement Benefits Experience
• 10 years Actuarial Experience
• Resident of Bellmore, NY
• University of Maryland Alumni
• Leaders Conference Qualifier (2010-2019)
• Proficient in Employee Stock Ownership Plans (ESOP)

I am licensed to sell Insurance Products in the following jurisdictions:

New York, Maryland, North Carolina, Florida, Ohio, Wisconsin

I am licensed to sell Securities Products in the following jurisdictions:

New York, Maryland, North Carolina, Florida

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6800 Jericho Turnpike, Suite 202W, Syosset, NY 11791. (516) 364-4203.

* Some health insurance products offered by unaffiliated insurers.

Education

University of Maryland (1983-1988)

Affiliations & Memberships

FINRA