I am a fully licensed Certified Financial Planner and Certified Estate Planner. I hold Series 6, 63, 65 Securities Licenses along with my NYS Life, Accident and Health Insurance License. I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and ...more

I am a fully licensed Certified Financial Planner and Certified Estate Planner. I hold Series 6, 63, 65 Securities Licenses along with my NYS Life, Accident and Health Insurance License. I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation, and what matters most to them. I then help create a customized wealth management approach that can be flexible as their needs change along with market conditions. __ Advisory Services offered through Independent Solutions Wealth Management, LLC, an SEC Registered Investment Adviser. Securities are offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Independent Solutions Wealth Management, LLC and The Financial Guys, LLC are separate and independent entities from Peak Brokerage Services, LLC.less