With more than 27 years of experience in financial services, I work with high-net-worth individuals, families, and business owners to address complex financial needs through comprehensive, thoughtful planning. My focus is helping clients bring greater clarity and coordination to the many financial decisions that can impact their long-term goals.
Areas of focus: Comprehensive financial planning, business owner planning, tax stategies, estate planning, and investment planning.
Beyond the office: I enjoy traveling, spending time with my pets, and being outdoors.
Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.