Bio Information

Business Philosophy

My goal is to provide individuals with assistance in building their financial freedom.  I have the skills, state-of-the-art technology, knowledge, and experience (two decades)  to meet my clients' established goals.

A strong emphasis is placed on tax efficiency. *  Furthermore, I focus on providing advice to clients on comprehensive Benefits and Business Succession Strategies. 

Products and Services

• Asset Management Accounts  
• Mutual Funds 
• Annuities 
• Disability Income 
• Life Insurance 
• Long Term Care Insurance 
• Estate Planning & Conservation 
• Education Funding 
• Health Insurance 
• Dental Insurance 
• Traditional & Roth IRA & Rollover Consolidation 
• SEP & SIMPLE IRAs, Profit Sharing Plans 
• Pension Plans & Executive Benefits 
• MetLife Bank Savings Products 

Licenses and Designations

• Licensed to sell Life & Health Insurance in NY, NJ, CT, FL 
• Registered Representative of MetLife Securities, Inc. 
• Series 7, 63 & 65 Security Registrations  
  

Education

• Vassar College,  BA   Psychology 
• Adelphi University,  MBA  Banking & Financial Management (with distinction)

Organizations 

Vassar Club
Vassar Alumnae Admissions Volunteer
Human Rights Campaign

*The information contained in this website is not inended to (and cannot) be used by anyone to avoid IRS penalties. This website supports the promotion and marketing of tax saving strategies. You should seek advice based on your particular circumstances from an independent tax advisor.