Oversee all retirement plan sales in New York. Helping business owners with cost saving solutions and fiduciary risk mitigation.• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or… Show more Oversee all retirement plan sales in New York. Helping business owners with cost saving solutions and fiduciary risk mitigation.• Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Responsible for all 401(k) and other qualified plan opportunities throughout the capital region. Helping executives with retirement plan governance and personal wealth strategies.

Helping financial advisors acquire corporate retirement plan assets.

Oversee retirement plan sales throughout New York. Helping business owners with cost saving solutions and fiduciary risk mitigation.