My mission is solely to create an experience for clients of transformation as it relates to their views, conversations and relationships regarding money and financial decisions with an overall objective to optimize the delivery and performance of all financial decisions together.
My vision is to teach clients how to achieve financial freedom and independence in the complex and confusing world known as financial planning. I help my clients accomplish this journey by designing customized strategies directly connected to their goals which are aimed specifically at what is most important to you the client.
The approach I employ to maximize the efforts of my partnership with you begins with a thorough audit and evaluation of your current financial picture to deliver an accurate assessment of where you stand in relation to your goals. This holistic process begins by listening to you in order to obtain a clear understanding of your personal goals, those for you family and/or your business. Only after this vital work is completed can we begin to develop strategies and recommend products to mesh with your present plan and core goals.
My colleagues and staff are collectively dedicated to providing you with the services and resources you require to make certain you are constantly moving closer to realizing your goals and dreams. Our team is supported by a committed group of professionals with decades of experience in financial and retirement services, estate planning, business continuation, succession and exit strategies, executive compensation plans, employee benefits, and charitable giving.
At the end of each day we strive to bring the highest level of integrity and competence to our clients be exceeding their expectations and serving all with enthusiasm, energy, caring and compassion.
Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.