Helping people with insurance and investments since 1987.

As with most other things in life, the key to achieving your long-term financial objectives is preparing. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals.  The good news is that it’s never too late to start. 

I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products will help you meet your objectives. I'd like to find out what your goals are and see if I can help you.  Please call or send an email to schedule a complimentary, no obligation consultation.

I have three professional designations from the American College; the CLU®, the CASL® and the ChFC® These show that I have gone the extra mile to learn about my field. I've been an agent with New York Life for over twenty five years and a Registered Representative of NYLIFE Securities LLC since 1987.

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Chartered Advisor for Senior Living (CASL®)
The CASL® is composed of five in-depth courses and is the most robust designation available (achieved by passing a series of examinations) in this specialized field.  The courses cover: principles of investments and their application to financial planning; risk analysis and risk and return computations; tax issues* in investing and issues in the practice of portfolio management, including strategic and tactical asset allocation; estate and gift tax planning, including the nature, valuation, transfer, administration, and taxation of property; analysis of the alternatives available for senior clients to finance medical and long-term care, including private resources, government programs, and private insurance; and financial decisions clients face as they approach, reach, and pass retirement age.

Chartered Life Underwriter (CLU®)
A professional designation (achieved by passing a series of examinations) demonstrating knowledge of life insurance products and their potential uses to meet business, estate planning, retirement planning, and other objectives.

Chartered Financial Consultant (ChFC®)
A professional designation (achieved by passing a series of examinations) demonstrating the successful completion of financial courses involving insurance, investments, taxation*, accounting, estate planning, and more. The ChFC® designation indicates a knowledge of financial planning, as well as the features, benefits and uses of various insurance and financial products.

*You should consult with your professional advisors for tax, legal, or accounting advice.



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