Our Qualifications

My career in Financial Services began in Washington State in 1979, where I worked as a Registered Representative for Merrill Lynch. My initial insurance license followed the next year.

I moved to New York City in 1985,.after accepting a position at Merrill Lynch's home office.

Over the years, I have held various positions, working with individuals and business owners as well as Institutional clients.

Throughout that time, I have been and still remain an interested consumer of financial advice and products.

How the world, our financial needs and the solutions that have been developed and introduced in response to those constantly changing and evolving life situations differ from when I sat down with my first client in 1979.

Although a resident of New York, I am licensed to sell life, health, disability income insurance, and long term care insurance products as well as annuities in California (CA Insurance Lic # 0F73098), Connecticut, Florida, New Jersey, New York, Pennsylvania, Texas, Virginia and Washington.

In addition to personal protections, I am also licensed to offer auto, home and pet insurance in NY.

I am registered to sell securities products in Illinois, New Jersey, New York, Virginia and Washington.