Practice Snapshot
How I Help:
401k Planning
Who I Help:
- Individuals
- Families
- Couples
- Medical Professionals
About Me:
I focus my practice on the retirement planning, risk management, disability income, long-term care, life insurance, IRA rollover, 401k plans and 403(b) planning needs of individuals, families, couples and medical professionals.
Prior to joining Charter Oak, I was a longtime advisor with MetLife. Outside of the office, I am interested in public speaking and love to spend my time listening to music.
I reside in Queens, NY with my wife and our three children.
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.
