242 Union Street
1st floor #11
I am a financial professional committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please call me if you have any questions about my firm or the range of financial products and services I provide. My firm has a relationship with a variety of financial services companies, so if I don’t have a product or service, I know a group that does.
I am committed to maintaining the highest standards of integrity and professionalism in my relationship with you, my client. I endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
I am a Retirement Income Certified Professional® (RICP®) which means I am able to help my clients prepare for retirement and then navigate potential hazards unique to retirement living.
The Chartered Financial Consultant® (ChFC® ) designation means I am able to apply advanced skills to address the financial needs of individuals, families and small-business owners in a diverse environment. I can help clients identify and establish specific goals and then formulate, implement and monitor a comprehensive plan to pursue those goals. As a ChFC® I can provide knowledgeable advice on a broad range of financial topics including financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments, and retirement planning with a focus on the practical application of concepts learned.
I am also a licensed Life and Health agent in the state of New York which means I can help clients purchase the appropriate amount and kind of insurance. I am an independent agent which enables me to help them select the right company to serve their needs.
I am dedicated to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.
I am looking forward to using my experience help you pursue your financial goals.
I have been working with individuals and businesses in the area for several years.
I have extensive personal and professional experience.
ChFC® & RICP® conferred by the American College.
While developing a customized financial program, I will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, I will customize appropriate strategies to suit your vision and objectives. I can help you execute a sound financial program utilizing the following products and services:
These can be done as a comprehensive plan or a-la-carte, choosing only the parts you want and need.
*Medicare plans not offered through LPL Financial