A Financial Plan Should Grow With You

Life never stands still. It evolves, changes direction, and sets up new possibilities. That means your approach to financial security cannot be static either; because as your life changes, so do your needs and goals.

Along with the support of my team, we can help you identify your financial goals today, and create a personalized plan to help you prepare for the future—even if life takes an unexpected turn. Keeping pace with life's changes is important.

We specialize in working with local business owners, medical professionals, and families to help them achieve financial security through comprehensive planning and long-term relationships.

team photo

My team and I leverage our expertise to provide guidance in the areas of investment, retirement, estate, and insurance planning.

Our areas of focus are as follows:

*Developing tax-efficient investing and savings strategies

*Protecting against the unforeseen

*Helping eliminate human nature tendencies that impede on wealth creation

We work specifically with:

Business Owners

BioTech Executives & Employees

Physicians & Advanced Medical Professionals

Pre Retiree(s) with in 5-10 years of Retirement & Retirees'

NYS Retirement System Employees'

Corporate Executives

Law Professionals

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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