Practice Snapshot
How I Help:
Health Insurance
Who I Help:
- Business Owners
- Professionals
- Attorneys
About Me:
I have been providing my clients with comprehensive financial planning for over 40 years, focusing on: • protecting income in the event of a disability • life and health insurance • investment planning
Throughout my career, I have worked with individuals, families, business owners and professionals to help them plan for the unexpected. My strategies are anchored by a phrase I swear by, “Your greatest asset is your ability to earn a living, and if you can’t work, how will you take care of your family?” I believe that having a plan in place will help position you to live the life you’ve always imagined, while feeling reassured about your financial future.
In addition to my 40 years of experience in the industry, I also hold professional designations as a Chartered Life Underwriter (CLU®) and a Certification for Long Term-Care (CLTC®) from the CLTC Board of Standards.
Happily married for 42 years, my wife and I live on Long Island with our two dogs. We love traveling the world and spending time with our two children and granddaughter. Outside of spending time with my family and running my practice, I am a musician and active in my community as a dedicated member of Sacred Heart Church in North Merrick, NY.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
