picture of a planner

Here to act in your best interests

About me

A financial planner since 2001, I strive every day to help my clients achieve financial success, even through the many unique ups and downs they experience over time. It’s always enormously fulfilling to see them work hard to reach their retirement goals. I love finance and learning, so it’s natural I love listening to finance-related podcasts.


Registered Financial Consultant


Bachelor of Arts, Communications - Hofstra University

Visit one of our Locations

New York III - Long Island

1130 RXR Plaza

Suite 1130

Uniondale, NY 11556

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Determine Your Tax Filing Status as a Qualifying Surviving Spouse

    Get boomerang kids back on their feet

    Unlock the benefits of a tax loss harvesting strategy

    January Market Insights