Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I graduated from SUNY Stony Brook with a BA in Psychology and I have attained the Certified Family Business Specialist designation from the American College. I enjoy playing tennis at Lawrence Men’s Tennis Club, spending time at the beach with my family, traveling and reading. I am a member of the 24 Karat Club of New York, the Jewelers Vigilance Committee, and the Women’s Jewelry Association.
Area(s) of Focus
- Insurance Strategies