Executive Vice President
With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that record and reputation is a consistently high level of professional client service.
For much of my career, I have worked with business owners, corporations and individual clients to help them address complex financial challenges. Relying on a planning-based approach, the goal is to simplify the decision-making process with a comprehensive set of tools supported by years of experience.
- BBA Accounting – Siena College
- MA Financial Management – Catholic University of America
- CLU® & ChFC® – American College
- CFP® – College for Financial Planning
- AIF® Accredited Investment Fiduciary
- CPFA – Certified Plan Fiduciary Advisor
- Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
Member of the National Association of Insurance and Financial Advisors and the National Association of Plan Advisors.
CA Insurance License #0E90280
