Financial Representative

• Aug 2015 - Present

In my practice, I put families and business owners first. Positioned as an additional financial resource, clients will be able to consider possible future outcomes after implementing their financial strategies. The people who get the most out of my services want to work hard, play hard, and continue learning. My clients are open to understanding their economic capacity. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WEALTH STRATEGIES is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less

Financial Representative

• Dec 2019 - Jan 2021

Wealth strategies for mid size business exits. Wealth strategies for mid size business exits.

Financial Representative

• Feb 2019 - Dec 2019

Financial Representative

• Jul 2007 - Jul 2015

Mathematics

• Aug 1995 - May 2005

10 years in Secondary Math and Special Needs instruction. 10 years in Secondary Math and Special Needs instruction.

Young Gun '95

• 1995 - 1996