My objective is to help provide customized strategies to my clients that are designed based on their unique financial needs. These strategies can include a wide variety of specific products and services to help ensure that all the goals and needs of my clients can be fully achieved. My goal is to develop along-term relationship with all my clients that are differentiated by a level of service and commitment that they can always rely upon. In summary, my client relationships will be treated with the highest levels of professionalism, confidentiality, and integrity.
Qualifications
- MSFS - Master of Science, Financial Services
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- Certified in Long-Term Care
- LUTCF - Life Underwriting Training Council Fellow
- Registered Principal
- Licensed to sell in multiple states
- Over 20 years financial services experience
Education
- Bachelor of Science in Business Management, St. John's University
- Masters Degree, Financial Services, the American College
Organizations
- Member of NAIFA
- Past President, Society of Financial Services Professionals, (SFSP), Suffolk County
- Member of St. James Chamber of Commerce
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian