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3414 Manchester Road, Wantagh, NY 11793

(516) 456-6418

Financial Advisor Specializing in Retirement
Income Planning


Serving Metropolitan New York, Wilmington NC, and Clients Nationwide Through Virtual Planning
25+ Years of Wall Street and Financial Market Experience

Helping You Retire With Clarity, Confidence, and Structure 

I’ve spent more than 25 years in the financial markets, beginning my career as a Wall Street bond
broker before transitioning into financial planning. My focus is helping individuals and families
develop strategies designed to address retirement income, risk management, and long-term
financial goals.
I offer investment advisory services through LPL Financial, along with access to insurance
solutions, allowing for a more comprehensive and coordinated approach to retirement planning.

How I Help You Prepare for Retirement

How I Help You Prepare for Retirement

• Retirement income planning
• IRA and 401(k) rollover strategies
• Annuity analysis and evaluation
• Fixed income and bond strategies
• ESOP and concentrated stock planning
• Tax-aware withdrawal strategies

Customized Advice. Coordinated Strategy. Long-Term Discipline.

My approach is centered on your individual goals.
I work with clients to develop strategies designed to align investment, income, and protection
planning.
I also collaborate with CPAs, estate planning attorneys, and other professionals to help ensure a
coordinated financial approach.

My Philosophy

Financial planning in retirement is about balancing returns with risk management.
It is about creating a structured plan designed to help preserve what you’ve built and support your
long-term financial goals.

Start the Conversation

Start the Conversation

If you are approaching retirement or evaluating your current financial strategy, I welcome the
opportunity to connect. A conversation can help determine whether your current plan aligns with
your goals.
Meaningful relationships have always been the foundation of both my personal life and my work
with clients.

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