I am the CFO of 4Thought Financial Group, specializing in providing personalized financial advisory services. Working directly with clients, I coordinate all aspects of their financial lives and bring together a team of trusted advisors to ensure consistency in service to secure desired outcomes.My primary focus is on achieving financial goals. I view myself as a caretaker for clients’ legacies, overseeing planning and implementation of growth, retirement and wealth protection strategies. I have experience in both the public and private accounting sectors which gives me a unique perspective regarding business owner personal financial needs. As a financial advisor, I recognize that knowledge is critical and for this reason I stay in regular contact with my clients and their trusted advisors.I authored the Widow’s Survival Guide, published in 1998 (available on Amazon.com). In the book I outline important planning concepts for widows and families. I also speak professionally on financial planning topics. I have been interviewed by the Wall Street Journal and other financial media outlets on personal finance planning, retirement planning and investing topics.At 4Thought we take a multi-faceted approach to wealth management. We focus on utilizing formulaic data-driven investment strategies designed to create durable portfolios for clients in all market conditions. Our team’s strategies have achieved #1 status in the world in the Multialternative investment category according to Morningstar’s Separate Account database. This rank was achieved by its Opportunistic Systematic Investing portfolio. In 2014 the firm scored high rankings in two other categories – World Stock and World Allocation.*I earned my MBA from St. John’s University and my BBA from the University of Miami. I served as vice-president of the Shelter Rock Jewish Center, was a trustee of the Holocaust Memorial and Tolerance Center of Nassau County and the Meir Panim – Relief Centers of Israel.