30 East Market Street, Rhinebeck, NY 12572 | 845-876-1157

My goal is to empower my clients with a solid, actionable financial plan to allow them to enjoy an active and successful retirement — on their own terms. I will put my experience to work for you developing investment, tax planning and estate planning strategies — all aimed at maintaining your financial independence and lifestyle.

Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, I have the resources to support all of your financial needs throughout your life.

My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement®approach. It all starts with a personalized conversation, where we’ll discuss retirement needs – covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.