Practice Snapshot
How I Help:
Business Planning
Who I Help:
- Families
- Individuals
- Business Owners
- Healthcare Professionals
- Doctors
- Psychologists
About Me:
I focus my practice on the risk management, insurance planning, business planning and student loan refinancing needs of families, individuals and business owners. I also work with healthcare professionals such as: doctors, psychologists and other professionals in the field.
My professional career started at the New York City Department of Education where I was a certified kindergarten through eighth-grade educator for 15 years. Prior to joining Charter Oak, I owned a small transportation business before moving into a role as an executive chauffeur. I earned master’s degrees in both educational leadership and elementary education from Mercy College in Dobbs Ferry, NY. In addition, I hold a bachelor’s degree in psychology from Western Connecticut State University in Danbury, CT, where I captained the men’s tennis team.
Along with spending time with my family, I can often be found rooting on one of my favorite sports teams: the New York Giants, New York Mets and New York Knicks.
My wife and I live in the Forest Hills area of New York City with our two sons.
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.
