I have in depth experience with the National Grid & Crouse Hospital retirement system, focusing in retirement planning, 401(k) rollovers, IRA distributions, life insurance, long term care asset protection, and pension rollovers.
With a concentration in financial planning for corporate employees (mainly in the telecom/utility fields) & affluent families, I help people who value personalized professional service by providing updates and assisting with income planning and insurance reviews.
I have 30+ years of industry experience as a Financial Advisor. I currently hold a FINRA Series 7 General Securities Representative (GS) registration, Series 63 – Uniform Securities Agent State Law Exam license, Series 65 Investment Advisor Representative (IAR) license, SIE, Securities Industry Essentials designation, and the designation of CWS® - Certified Wealth Strategist®.
In my free time I am an avid skier on both snow and water.