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I appreciate you visiting my page and i hope you're having a good time at the golf tournament! Feel welcome to grab a time on my calendar if you'd like to connect and learn how I can help you!


I do my best work with:


Public School Employees

Working with educators is most rewarding. I love the work that they do and I love working with educators and their families. When talking about retirement, utilizing the NYS Pension/ 403b (and all its options)/ Social Security is of the utmost importance. Schedule a time for us to chat and see if we'd be a good fit to work together!


Young Couples

Todays challenges that young people face in their 20s and 30s are something that our parents couldnt prepare us for. What to do when you get that big raise at work? What if that raise comes because of a NEW job? Getting married, buying a house, starting a family, and more all things that happen so fast and necessitate a lot of planning needs. Simplicity turns to complexity very quickly and we want to make sure you are set up properly for this. Schedule a time for us to chat and see if we'd be a good fit to work together!

401k/403b Plan Advising

Your employees are everything to your company. Make sure they are set up to succeed after their careers! Far too often to do I find that people don't even know who manages their employers retirement plan. This results in many people neglecting to either utilize it entirely, or not get the most out of it. The people who work for you deserve to know who to go to for questions as well as have access to full financial planning if they want it. Employees have all the access to our tools and software that our Financial Planning clients have.

See our Service Calendar


Click Here to Access my Calendar and Schedule a Time for Us to Connect!