In my practice, I provide financial advice to individuals in the areas of asset & risk management, wealth accumulation & distribution strategies, as well as retirement & estate planning. I also provide financial advice to closely held business owners in the areas of employee & executive benefits packages, including qualified & non-qualified plans as well as disability & health insurance plans.
I have been in the financial services industry for over 10 years. I graduated from Southern Connecticut State University with a bachelor in finance. I currently reside in Flushing, NY with my wife Diane and two children Grace and Patrick.
Finding the right solution for your personal or business needs requires me to pay special attention to the circumstances of your unique situation. This is why I take a needs-based approach to our insurance sales strategy. My four-step process of analyzing, recommending, implementing, and reviewing your strategy will help ensure that you get on course to achieving your goals, and remain on course as life unfolds.
I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information I am a registered representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). 6 Corporate Drive Shelton, CT 06484. 203-513-6000
Domiciled in NY.
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