Financial Services Professional and Licensed Agent

I offer a variety of strategies that can help you meet a number of insurance and financial needs, including, but not limited to retirement, college funding, business planning, managing costs for extended periods of care, and lifetime income strategies.

Please contact me to help you fully analyze your needs and recommend appropriate solutions. I can work with individuals, businesses, and nonprofit organizations.

I'm authorized to offer products from New York Life to AARP members.

I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Additionally, I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. 




  • Options for Inherited IRAs

    Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

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