Credentials are Key - Here is how I'm qualified to assist you:
* Started with Equitable Life of New York, 6/1/1986
* Obtained CLU (Chartered Life Underwriter) in 1989
* Obtained ChFC (Chartered Financial Consultant) in 1992
* Obtained CFP (Certified Financial Planner) in 1999
* Became independent financial planner in 2000
Getting to know
Thank you for visiting my site. I look forward to learning how my years of experience as an Insurance Broker can help you make the best insurance and financial decisions for you and your family.
I have been in the insurance and financial services industry since 1986. Over that time, I have helped
people with many different types of insurance, as well as offered investment advice, retirement planning, and
comprehensive financial planning. I began this career because I felt it was important to understand how
money worked, not only for the clients I served but for myself as well. Along the way, I discovered
something about myself…that I truly enjoy educating people about issues regarding money.
The real reward in doing what I do is knowing that I have left my clients in a position to make more educated decisions about their finances. Whether someone uses me or not to handle their insurance or some other form of asset protection, I always encourage them to consider me as a resource they can call anytime they want another opinion. My hope is that you will too.