
Putting
people first.
Get to know our leadership team
Leadership at the Cedarhurst office is dedicated to doing good for our clients, employees and community.

I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care...
I specialize in comprehensive financial planning- from risk management to wealth preservation and distribution. Through a detailed and methodical process, I aim to create suitable and lasting solutions that help benefit the client's wants and needs. I have access to an array of life, disability and long term care insurance products, as well as a broad knowledge of the investment world.