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875 3rd Ave - Suite 2300
New York, NY 10022
I have been an advisor since 2009. I own a insurance planning practice- that planning helps my clients to answer the WHAT IFs. WHAT IF I did not make it home to my family one night- will they be ok,? WHAT IF I could not bring home a paycheck because I got sick or hurt? WHAT IF when I get older my health is not at its best, who is going to be taking care of me?
My clients chose to work with me because I listen to what their priorities are and address their concerns. I keep things simple and easy to understand.
I work with individuals, families and small business owners. I am looking to meet people in life transition- getting married or divorced, having kids, concerned about growing old, concerned about outliving their assets or want to get some assistance with succession planning to ensure their business can continue as the owner envisions.
Let me help you protect your most valuable asset- your health.