Pension professional serving employers with 300 - 4,000 employees. Credentials include, Enrolled Actuary, Series 6 & 65, fully Life and Health licensed and Registered Investment Advisor Representative. All pension related services and products can be obtained through my firm. Looking to significantly grow our pension practice in the NYC area. We have over 250 pension professionals to service our clients needs.Securities offered through USI Securities, Inc., a SEC registered broker-dealer. Member FINRA/SIPC (for more information on membership, please go to www.FINRA.org and www.SIPC.org). Broker-Dealer Office of Supervisory Jurisdiction: 95 Glastonbury Blvd., Suite 102, Glastonbury, CT 06033 (860) 652-3239. Registered representatives (as well as insurance agents) do not offer legal or tax advice and may only transact business and/or respond to inquiries in jurisdictions in which they are properly registered and/or licensed. Investment Advice for certain institutional accounts is provided by USI Advisors, Inc., a SEC registered investment advisor. 95 Glastonbury Blvd., Glastonbury, CT 06033 (860) 633-5283. Investment advisory firms may only transact business in jurisdictions in which they are properly registered. The information provided within this website by the above named individual is not investment, securities or insurance advice and does not constitute an offer or solicitation (3016.S0513.0117).Specialties: Defined benefit plan funding, design and termination.Defined Contribution plan design, funding and due diligence. Investment Advisory Services for DC and DB plansLink to Social Media Policy: https://www.usicg.com/disclosures/social-media-disclosure