My mission is to create and maintain long term, valued relationships with my clients based on education, ethics, professionalism and a caring attitude. I assist my clients, individuals and businesses, in achieving personal financial independence and security by providing quality solutions, sound professional financial guidance and a wide variety of products and services.My main focus is working with business owners and executives to structure comprehensive employee benefit plans based upon the company and their employee’s needs. Education has always been important to me and as a graduate of St. Joseph’s College, attaining a Bachelor of Arts degree in Business Administration, I serve as a board member of the St. Joseph’s College Alumni Association since 2014 and co-chair of the Career and Networking Committee since 2016. I have also achieved my designations of LUTCF (Life Underwriter Training Council Fellow) from the American College and CLTC (Certification for Long Term Care). I currently reside in Miller Place and enjoy golf, basketball, volleyball and exercising. I advise individuals and businesses in the following areas: Retirement Planning Education Funding Strategies • 401K Plans • IRAs / Roth IRAs • 403(b) / TSA • Estate Conservation Strategies • Elder Care • Mortgage Protection (through life and disability income insurance) • Life Insurance • Disability Income Protection • Long Term Care • Asset Management Accounts • Mutual Funds • Brokerage Accounts • Employee Benefits • Business Planning and Executive Benefits • Health Insurance