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.