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 arrived in Charleston, SC in 2005, after spending 28 years in Brooklyn, NY.
Prior to my life in Brooklyn, NY, my younger years were spent in upstate New York.
While living in Brooklyn, NY, I owned and operated three businesses at the same time: Real Estate, Property Management and a Construction & Rehab company.
I chose Charleston, SC for its special character and opened a Bed and Breakfast, which I owned and operated for five years. Circumstances within my control and beyond my control contributed to its closing in 2010.
I researched my current industry and thought it would be a good fit. It has always been important to me to give my clientele all the information they need to make good decisions for themselves. So that we both feel happy.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies