We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
We have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
I grew up in New York City. In 1988, I graduated from the prestigious Bronx High School of Science. In 1992, I graduated from the University of Vermont with a Bachelor’s of Science in Business Administration with a major in Finance.