For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of Science in Financial Services degree from the College of Financial Planning and a Bachelor of Science degree in Finance from St. John's University.

I have earned several professional designations, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). I am also a Certified Financial Educator (CFEd®) from the Heartland Institute of Financial Education.

As a Chartered Special Needs Consultant (ChSNC®) I have a direct connection to those families who are affected by a loved one who has special needs. I’ve gained incredible insights into the needs of this market through raising my son who has special needs. This planning can be incredibly impactful, and it’s an honor to provide key guidance to people in this market. I love serving people in this community.

My expertise lies in retirement planning, estate planning, employee benefits, long-term care planning, and investments, with a focus on high-net-worth individuals, successful professionals, business owners, and retirees. I not only assist clients in developing and implementing their financial goals but also regularly monitor their progress and recommend adjustments when necessary. I have shared my knowledge through lectures at various organizations, schools, and Barnes & Noble Bookstores, as well as appearances as a featured speaker on local radio and cable stations.

Through my unwavering dedication and reputation for integrity and professionalism, I have built a strong client base. I strive to fulfill the objectives of my practice by developing long-term relationships with my clients and tailoring their financial plans to their specific life goals.

I am deeply committed to the Long Island community and currently serve on the Board of Directors of Visiting Nurse Service & Hospice of Suffolk, Inc.

Firm Description

Lifetime care is important, but quality of life is critical!

This is true for everyone, but especially so for families who are planning for the future of a child or other dependent with special needs. Special needs planning is complex, requiring critical issues to be addressed. Because special needs planning is a unique endeavor, it requires professional assistance from people who understand the importance of planning and have the expertise in working with families such as yourselves. We are committed to helping your loved one experience the quality of life they deserve and helping you, whether you are the parent, grandparent, sibling or other care-giver, feel prepared.”

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