Phone: 518-220-4233
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For more information, you can visit my website here!
Degree: BA Psychology from the State University of NY
Licenses: New York Life & Health, FINRA 6 and 63
Certifications: NYS Long Term Care Partnership
Awards & Honors: Toastmasters Advanced Communicator ( Silver), NY Life AAC Triple Crown Award, and the NY Life Long Term Care Producers Award.
Voted "BEST FINANCIAL ADVISOR" by Best of Columbia County Community Poll- 2014
Professional Memberships: NAIFA
As an expert in group employee benefits, retirement transition planning and charitable giving, I help small business owners provide superior workplace benefits to recruit and retain excellent employees. I take pride in providing a collaberative, educational, and creative approach to solving my clients' financial problems.
