Our approach to wealth management focuses on the most fundamental elements of our client's financial life. We help our clients determine if they are saving enough for retirement and if their portfolio is producing the proper level of returns. Our investment process seeks to use efficient investment vehicles with low fees and strong returns while avoiding the use of high fee and complicated investment “products” that have become prevalent in today’s marketplace.

2017 #7 out of nearly 400 Partners2016 #18 out of nearly 400 Partners2015 #48 out of nearly 400 PartnersMy overall objective is the continued dedication to hiring and developing capable men and women from all backgrounds who can provide effective and innovative solutions for the problems people and businesses face.My expertise includes recruiting within the financial services industry, with the focus on attracting, hiring and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.By staying true to the principles of prudent expansion, conservative growth, full service, and, above all, a strong agent field force, New York Life Insurance Company will maintain and enhance its reputation as the “The Company You Keep®