New York Life / NYLIFE Securities

Strategic financial planner who helps professionals, business owners, and families create personalized strategies to protect wealth, optimize retirement, and manage risk effectively

I help individuals and businesses make smart financial decisions to reach their goals—like for example, retiring comfortably, buying property or paying off debt—by creating personalized plans based on their income, expenses, assets, and priorities. My recommendations covers budgeting, investing, insurance, taxes, and estate planning.

I often meet successful individuals and business owners who’ve built impressive careers—but success doesn’t always come with a strong financial plan. That’s where I come in. As a Holistic Financial Services Professional, I lead with education to help clients understand their options and make informed decisions. I work with individuals, families, and business owners to grow, protect, and eventually transfer their wealth. By collaborating with CPAs, trust attorneys, and tax professionals, I help build a comprehensive financial team tailored to each client’s unique goals.