What are you looking for?
In today’s complex world, it is more important than ever to have a financial services representative that can help you see the “big picture” and address your entire financial life. My practice is based on a commitment to careful listening, thoughtful analysis, sound strategies, effective implementation, ongoing monitoring and quality service.
Together we will create a financial strategy that addresses both your near-term realities and your long-term goals in order to enable you to optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, investment management, education funding, insurance protection, and estate conservation strategies.
I also work with business owners and executives and their employees, providing benefits consulting and programs, succession planning, risk management services, financial literacy programs and other solutions. Underscoring everything I do is a deep commitment to providing quality service and support throughout our relationship.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.
I am an insurance agent of Massachusetts Mutual Life Insurance Company and also offers insurance from unaffiliated insurers through Barnum Financial Group. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.
Check the background of this investment professional on FINRA’s BrokerCheck