I believe in building long-term relationships with my clients; many have been with me for decades. Since 1987, I have worked in a wide range of market/economic conditions. An advocate for continuous learning, I have earned numerous industry credentials to help me keep pace with developments and better serve others. With the support of my experienced team, my practice welcomes individuals, couples, and business owners from throughout the United States and is focused on a variety of services including: *Financial planning*Investment selection, portfolio creation, and wealth management*Corporate and indvidual retirement plans, pre and post retirement reviews*Tax mitigation review/strategies*Working in conjunction with accountants and attorneys for complex estate, personal injury, divorce, structured settlements*Business owner services - business continuity, risk mitigation, other specialized concerns*Life/longterm care/disability insurances*Currently hold Series 7, 63, 24 securities licenses with LPL Financial, series 65 license with WealthOne LLC, and New York State Life, Accident, Health Insurance License*Managing Member, WealthOne LLC, a registered investment advisory firm*CFP® professional, LUTCF, CLU, ChFC, CMFC*My favorite day of the year is hosting our firm's Smile Bus Trip to Radio City's Christmas Spectacular to provide joy to community members.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section above. Investment advice offered through WealthOne LLC, a registered investment advisor. WealthOne LLC is a separate entity from LPL Financial.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. For a list of states in which I am registered to do business, please visit www.wealthoneadvisory.com