As a Certified Financial Planner with Consolidated Planning it is my mission to educate families, individuals, and businesses on financial matters. I understand how intimidating and frustrating the financial landscape can be to navigate and I take pride in helping my clients reach their financial destinations, while attempting to avoid any major pitfalls along the way. I serve the investment and protection needs of clients and their families by helping them grow their wealth, while simultaneously educating clients on how they can ensure their assets will be passed on to their beneficiaries and charities in the most efficient manner possible. I enter into every new client relationship with the intent of building a long term relationship, centered around the achievement of common goals. By educating my clients on how to achieve these goals, I hope they are able to realize a feeling of empowerment and feel as though they now have more control over their financial futures. Together we can help make their financial goals a reality.
AREAS OF FOCUS
Estate Conservation Strategies
Employee and Executive Benefits
Consolidated Planning strives to build long-term relationships with each client through understanding, quality service, integrity and financial education.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.