Series 6, 63, 26, 65, Insurance Licensed
Investment Adviser Representative
I am dedicated to helping individuals and small businesses achieve their financial goals.
I completed my MBA in Finance from New York Institute of Technology after obtaining my BBA in Accounting from Florida International University. I spent years in the private sector holding Senior Management Positions with companies like Macy’s, ABC and CFO of Dean & DeLuca and Carmines.
I have 45 years of experience helping clients with financial solutions. I started my business because it allows me to help clients achieve their goals. Knowing that by working with people I can make dynamic improvements to their financial situations motivates me every day.
I work with numerous accounting options to best serve clients needs. I have extensive knowledge in the areas of employer-sponsored and individual retirement plans, debt management, college education planning, and life insurance analysis.
Goals & Commitment
I am dedicated to helping individuals and businesses achieve their financial goals. My experience and financial insights are shared with you to help you address critical questions. In addition, I will work with you to identify an investment plan and select investment strategies that can help you accumulate assets, preserve assets through risk management, and distribute retirement income.
I have a range of options that help serve your needs.
Ongoing servicing of you and your accounts is critical to me. I am committed to being accessible to support you in your investment decisions and to work with you to implement changes as they become necessary.
My mission is focused on getting to know and understand your needs, wants and long-term goals. My passion is to help you develop and implement an investment plan that’s designed to address your individual situation. My energy, commitment, and efforts are focused on you, the client and your satisfaction.