Financial Services Professional with New York Life, helping families, professionals and business owners protect what they've built, prepare for the future and create a lasting financial legacy. After more than 30 years in senior-level Finance and Accounting, I now use that experience to help families, professionals and business owners have meaningful conversations about their financial future. I believe financial planning should feel approachable—not complicated or intimidating. My role is to listen, ask the right questions, help identify potential gaps, and work with people to develop strategies that fit their goals and circumstances. My conversations often center around:
• Protecting income and loved ones
• Preparing for retirement and long-term care
• Protecting businesses and business owners
• Preserving wealth and creating a lasting legacy
My philosophy is simple:
Protect. Preserve. Pass It On. Whether you're building your career, growing a business, raising a family or preparing for retirement, I'm always happy to have a conversation and help you think through what's next. Helping people achieve financial security isn't just my mission—it’s my passion. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company
Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
44 South Broadway
Suite 1801
White Plains NY, 10601
M 646-642-2537 B 914-253-7007 F 914-253-7016
Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.A-1521660
