Financial Professional with New York Life
I help individuals, families, and business owners to create, build, and preserve wealth. Based upon short- and long-term goals, I advise my clients on the best possible ways to protect family assets, utilize tax-smart saving strategies*, and ensure lifestyle needs are met during retirement.
*New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Discount: Free personal consultation with no obligation. Virtual meetings available.