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Here to act in your best interests
I’ve been a financial planner since 1998. My mission is to help my clients make smart financial decisions and successfully maintain their financial security every step of the way.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Arts, State University of New York at Buffalo
Visit one of our Locations
New York III - Long Island
1130 RXR Plaza
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 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 insight as well as our client service associates who can provide you with additional resources and support.