By specializing in– pre and post-retirees near, or in the retirement zone (the 5-year pre and post-leaving your job) the focus is to create a client-advisor relationship that provides a complete step-by-step plan of action for you and what you need to do in the following areas: Cash Reserves, Debt management, Insurance, Tax strategies and assets allocations that will make your life better for today and tomorrow.Being securities licensed Series (65,63,7,6) and Insurance licensed. You can be confident you will be guided with recommendations that follow fiduciary requirements and independent advice based on your values and goals, and not internal or incentivized products.

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Agent licensed to sell insurance through New York Life Insurance Company

My goal is to build a relationship-based partnership with you, providing education and options regarding your financial goals using safe money solutions with minimal management fees and sales charges.I do this using accounts and programs underwritten by some of the largest and most successful Insurance companies in the Industry and money management solutions that are managed with your goals in mind.

Worked with businesses and some regional banks to help business owners find the optimum way to process their electronic transactions and banks to find stable long term working relationships.