I am a life long resident of the Hudson Valley. I reside in Kingston New York with my wife and three children. I have been working as a Financial Advisor since January of 2000. I strive to develop lifelong relationships with my clients working with them in a consultative, face to face manner. This consultative approach allows us to come up with customized strategies based on their needs and goals. I help my individual and business clients using the following products and services:
- Fixed income investments - Mutual Funds, ETF's
- Retirement Planning - IRA's, Roth IRA's, SEP & Simple IRA's, 401 k, 403b, 457, profit sharing, and pension plans
- Education Planning
- Investment accounts
- Investment Advisory programs
- Life Insurance
- Annuities
- Disability & Long Term Care planning
- Health Insurance -Business planning
- Financial planning