Focus: Insurance Strategies, Financial Education, Group Benefits, College Funding Strategies, Retirement Strategies
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.I provide an analysis of your current financial situation and help you: I dentify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps if present and offer solutions to help fill them..
My combinationation of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs..
Execd community college
University of the West Indies
Taking long nature walks
80 Broad St.Suite 3102
New York, NY 10004