With 17 years experience in the securities industry, I’ve learned a great deal about helping families build, manage and transfer wealth. The process starts with a clear understanding of what’s most important to you, the Member.
I have the tools available to help you address a variety of financial needs. Whether it’s consolidating your 401ks, an insurance review, helping you to increase the return on your money or setting a comprehensive retirement plan in place. I believe in the CFCU philosophy of providing the highest level of personal financial services in a friendly, professional manner and I will help you understand your options and help you make a decision that is right for you.
As a lifetime New York State resident, I moved to the Ithaca area in 2005 from New York City. I currently reside in Newfield with my family and pet boxer. I hold Series 7 and 63 securities registrations through LPL Financial, as well as insurance licenses. Contact me today; I look forward to helping you achieve your financial goals.
Providing wealth management services at the Transformation Center and East Hill Branch. Please indicate your preferred location when scheduling an appointment.