Extraordinary Expertise Plus Real Caring & Concern Sets Us Apart From Everyone Else!

It Began With the Foundation of Christian Principles of my Grandmother who raised us to try to always treat others the way we would want to be treated. This has made me stand out as more caring and honest in a corporate world where the emphasis has always been on selling and making as much money as possible. So, while John and Joan Financial Planner, Broker, or Insurance Agent often won the firms top prize my prize was knowing I tried to help everyone I came in contact with irregardless of making a sale.

A Background & Knowledge Few Can Compare :

A major in economics and a minor in accounting began my career as an Insurance Accountant on Wall Street for the largest Insurer in the World AIG.

After about 10 years I grew bored with crunching numbers all day and found out my love was helping individuals improve their finances and reduce problems . I studied at the College of Insurance located at the old World Trade Center and fell in love with Insurance. Recruited by Prudential I learned I could help more people by becoming a Financial Planner and spent the next decade as a Financial Planner for American Express and banks in NYC. While at AMEX I became a Medicare Expert by accident by producing a Workshop Series titled “ How To Cover The Gaps In Medicare.

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