About My Practice
I generally work with families and individuals that want my help to achieve their goals through a long term financial planning relationship.
In addition to Advice Services, we have investment products including: Mutual Funds, Certificate Products, Brokerage Services, Stocks, Bonds, ETFs, Separately Managed Accounts, Annuities, Life, Disability and Long Term Care Insurance.
Our offices are located in Northport Village on Main Street.
For more than 20 years, I've provided my clients with the support they need to identify their goals and develop sound plans for their financial future.
We develop a comprehensive financial plan to identify needs and strategies to plan for long term goals such as saving for a new home, education funding and retirement.
Over time, we review and adjust your plan based on changes in the economy to stay on track to achieve your goals.
I'm available to review goals, plans and investments on an annual basis or as necessary.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: NY, NJ, CT, NC, FL, CA, Health/disability insurance: NY, NJ, CT, NC, FL, CA, Fixed annuities: NY, NJ, NC, CT, FL, CA, Variable annuities: NY, NJ, NC, CT, FL, CA,
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CLU Chartered Life Underwriter
Ameriprise Financial Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.