I'm proud to be a long time resident of Long Island, New York. I graduated in '75 from Carle Place High School and the State University of New York at Brockport in '79. The vast majority of my career has been spent in the financial services industry having served as a claim rep and operating an Allstate Insurance agency in Brooklyn, NY for about 20+ years. Since roughly the past 15 years I've worked with the best financial organizations in the business, including UBS, Edward Jones and most importantly my current home: LPL Financial. Along the way I've been involved in a multitude of organizations including the Rotary, Chambers of Commerce and other community organizations. I've strengthened my education by achieving the CLU, ChFC and CASL designations from the American College in Bryn Mahr, PA. Most importantly, my passion lies in using my personal and professional experience to help my friends and clients pursue their goals including:
- Education planning for their children,
- Retirement planning,
- Investments and techniques to assist in maximizing income,
- Tax reduction planning,
- Life, Disability and Long Term Care coverage, and
- Providing a legacy for loved ones while helping preserve the dignity and independence of my clients in their later years.
I'd like the opportunity to help you by capitalizing on my experiences and the formidable strength of my business partners. Together, we can help you and your family pursue your goals. I take the responsibility seriously and look forward to helping you with the issues that matter to you most.
FINRA series 7, 63, 66 Held with LPL Financial