“My goal is to help people understand their financial world, and how one decision affects another. Whether it’s insurance, investments or any other financial planning vehicle, the plan works best when it is coordinated. To get there can be overwhelming. The key is to make clients feel comfortable with me, share my knowledge and make the process less overwhelming. Once the client gets to know me, they can decide for themselves if I am a good fit for them. At the end of that discussion, I can lead with what ultimately serves the client and their needs. My philosophy is that openness equals comfort, which equals trust which equals efficacy. Coupled with honesty and integrity, these elements make my professional relationships satisfying for all involved.”
Education and Training:
Brooklyn College B.S., Accounting
Community, Charitable or Professional Organizations/ Associations:
10 year member of Child Abuse Prevention Program (CAPP)
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite 409, Rye Brook, NY 10573, 914.288.8800. Securities products/services and advisory services are offered through PAS a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect wholly owned subsidiary of Guardian. Strategies for Wealth is an agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA/SIPC. www.finra.org