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Professional

I started my career in the equities markets at a few different boutique investment firms in New York City, NY where I began my education in the financial markets and acquired several of my licenses. While that end of the business was quite rewarding, it lacked the personal satisfaction and worth that comes from hearing a client say " Thank you", for helping to put a solution in place that will provide for them, their children and their business. Whether I'm meeting with a family at their kitchen table to put some life insurance in force or to help them in achieving financial security through proper asset allocation and diversification of their investment portfolios, or designing an executive benefits package with the CEO of a local business, it's a great feeling to be able to really help my clients.

Associations and Memberships

Founder and President of Page One Networking, New York City and Melville, NY

Member of The Long Island Association of Insurance and Financial Advisors

Member of The New York State Association of Insurance and Financial Advisors

Member of The National Association of Insurance and Financial Advisors

Member of The East Meadow Chamber of Commerce

Member of The Huntington Chamber of Commerce

 

Years of Experience

Representing Northwestern Mutual since 2002.