I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. As a CERTIFIED FINANCIAL PLANNER(tm) I serve as a fiduciary for my clients. The ...more

I focus on delivering a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. As a CERTIFIED FINANCIAL PLANNER(tm) I serve as a fiduciary for my clients. The importance of a fiduciary in this climate cannot be understated. A fiduciary puts the interest of their clients ahead of their own. When not in the office I enjoy spending time with my 3 dogs. I also am an regular volunteer at the local animal shelter in Westchester, NY.less