Risk Management, Retirement Planning, College Funding, Legacy Planning and Comprehensive Investment Management

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact… Show more Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future. TC80240(0714)p Show less

Currently brokering fixed income products

Evaluating the goals of clients in the context of the economy to recommend appropriate investments while managing risk.

Advised portfolio management asset gathering and consolidation while recommending money managers and financial planners for managed accounts.Selected to the Company's Presidents Club and recognized as a Most Valuable Player.

Advised Westchester County government employees on their 457 plans. Performed portfolio analysis, retirement planning and comprehensive financial planning using state of the art analytics to evaluate financial goals.Member of the "Multimillion Dollar Club."

Finished in top quartile of original group in rigorous training program.Developed from own initiative: Multimillion Dollar Book of Business.Assets appreciated continuously from inception.Insurance Coordinator with major insurance companies and branch to assist financial advisors regarding annuities and Life Insurance.Portfolio sales of estate planning, insurance products, mutual funds, stocks, bonds, and other securities.

Managers Award, Salesman of the Year award twice.Presidents Club Award and multiple monthly Sales Awards. Last Mortgage originator after 150 years of company's existence.Networked in Branch and had office in Company's Headquarters.