Financial Services Professional and Licensed Agent

I have experience in working with business owners, pre-retirees, and real estate investors. My focus is  protecting and providing guidance for the distribution of assets in business exit, retirement income, and charitable and estate planning.

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 insurance products from New York Life to AARP members.

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. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. NYLIFE Securities is a New York Life company.

Neither New York Life Insurance Company, nor its agents, provides tax or legal. Please consult your own tax or legal professional before making any decisions.

 

 

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