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Here to act in your best interests
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, Hofstra University
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.