I bring over 30 years of experience in the financial services industry to Forest Hills Financial Group. Prior to joining FHFG, I spent 15 years as a corporate vice president, branch manager and advisor for A.G. Edwards & Sons and was responsible for over $700 million in client assets. Before joining A.G.Edwards & Sons, I spent two years as a fixed income/municipal bond specialist with a small bond house specializing in high net worth individuals constructing and managing municipal bond portfolios.At Forest Hills Financial Group, I work with my clients as an financial advisor and planner. I assist clients and their families in the areas of retirement planning, wealth preservation and transfer and investment management. I received my MBA from Adelphi University in Corporate Finance and Investments in 1985 and I have been licensed as a CERTIFIED FINANCIAL PLANNER™ since 1992. I attribute my success to my “client first” philosophy. Whether my client’s needs are in the area of accumulating assets, retirement planning or transferring wealth to their loved ones, I have been able to define the strategy, implement the program and then monitor its progress to insure that my client’s goals are being met.My strong sense of professionalism and community keeps me actively involved in several associations. I am a past president of the Financial Planning Association of Long Island, a national organization of planning and investment professionals. I am currently an active past president of Temple Chaverim in Plainview, Long Island and I have served as the chair of the Huntington Chamber of Commerce Town Finance Committee. I am also a graduate of Leadership Huntington, a program that fosters leadership and trusteeship skills. Specialties: Retirement planning, Wealth Management, Investment Advisory Services, Business and Estate Planning, Personal and Business insurance./COMPLIANCE:2023-1807/