About us

 

 

 

“Most people don't plan to fail, they fail to plan.” - John L. Beckley

 

This is something I learned firsthand as a first-generation immigrant, landing in New York at the age of 11. As many families struggled to make the American dream theirs, so did my family. While working my way through high school and college at local medical offices, I grew familiar with how financial applications came to fruition in a very real way. Later, I gained experience with large-scale financial decisions - I worked closely with the CFO and other top executives of Beau Dietl and Associates, Inc., one of the largest global agencies specializing in corporate investigations for major international companies.

It became apparent to me that certain things consistently worked, while others consistently did not. I wanted to understand which variables drove success and why. Realizing these constants, I also wanted to apply the same principles to the realm of personal finance. 

In pursuit of this knowledge and understanding, I went on to earn a bachelor's degree in Public Affairs from Baruch College.  My calling became clear: I wanted to share my new-found grasp of personal and business financial planning with others.

I began my insurance and retirement planning career in 2006 with NL Financial Alliance. I hold a Life, Accident and Health insurance License as well as series 6 and 63 in four states: NY, NJ, PA and CT. I specialize in health insurance, disability insurance, life insurance, long term care insurance, annuities and pension planning. I am committed to serving my clients and to creating partnerships based on trust and results. My goal is to help each client achieve his or her respective financial goals and maximize their financial potential. 

 

“Most people don't plan to fail, they fail to plan.” - John L. Beckley

This maxim is the cornerstone of my position when it comes to financial planning. When faced with each client's unique set of circumstances and goals I pose the following questions to create a financial analysis and subsequent plan of action.

  • What happens if you live a long life?

  • What happens if you become disabled?

  • What happens if you die too soon?

I formulate key recommendations based on the answers to these questions, out of which we develop a well-rounded set of subsequent steps. My goals are your goals and I aim to reach them by providing you with a better understanding of financial concepts as well as designing a plan that will work hardest for you.