Financial Planning
Retirement Planning
EducationFunding
Debt Management
Risk Management
I am a Certified Financial Planner™ with over twenty years experience in the financial services industry. Prior to becoming a CFP, I worked for New York Life and Northwestern Mutual. I also specialized in tax management at Goldman Sachs and AIG, until I chose to focus on helping individuals and families with risk management.
It's your money. We will work together to craft achievable long-term solutions for retirement, college planning and risk management, with the intention of not impacting your short-term budget.
In addition to a certificate in financial planning from NYU, I have an MBA from Rollins College and a BS from the University of Florida. I am married with two children and live with my family in Forest Hills, NY.