My Qualifications

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.