picture of a planner

Here to act in your best interests

About me

My mission is to educate and empower our clients to achieve financial freedom and security through personalized financial planning. This involves many pieces that come together to form a complete financial picture. I am both passionate and dedicated to helping our clients live their best life today and tomorrow. In my free time, I enjoy spending it with my family.


Chartered Retirement Planning Counselor™


Master of Science, Finance with a specialization in Financial Planning - Purdue University

Bachelor of Science, Business Administration - Mercy College

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.

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