I graduated from the University at Buffalo School of Management with a concentration in Financial Analysis & also attended the College for Financial Planning earning the designation of CHARTERED RETIREMENT PLANNING COUNSELORSM. I have 12+ years of experience working in the Financial Planning Industry.
Specialties/Services: My primary focus is supporting NY & PA Public Service Employees to educate them on every phase of their retirement system from evaluating 403(b) and 457(b) options, tax analysis & W-4 computation, difference between a Roth Vs. Traditional Plan to picking which pension option to take at retirement.
-NYSTRS (New York State Teachers' Retirement System)
-PSERS (Pennsylvania Public School Employees' Retirement System)
-401(k) plans & 401(k) Rollover Consultations
-Fee Based Programs
-529 College Savings Plans
-Life Insurance: CLICK HERE TO COMPARE & SAVE ON LIFE INSURANCE
-Income Tax Prep*
*Lincoln Investment and its affiliates do not offer or supervise tax services or advice
The Lincoln Investment family of companies nor any of its representatives is affiliated with the New York Teachers' Retirement System (NYSTRS) or Pennsylvania Public School Employees' Retirement System (PSERS); and NYSTRS or PSERS does not sponsor, authorize or endorse the retirement educational services described in this or other communications of Lincoln Investment.
Policygenius is not affiliated with the Lincoln Investment Companies.
For New Clients: My goal in our first meeting is to ask a series of questions so I can uncover where you are financially today, get a clear picture of where you want to be and why ---so that when you leave, I’ll have all the info I need to put together a plan specific to what is important to you. To take the first step in bettering your finances click the link below to schedule a meeting.
Thank you for taking the time to visit my page; it really shows me that you are serious about making good decisions with your money! It is because of you that I get to work each day doing something I love! Nothing better than seeing people identify, plan, then reach their goals; for that THANK YOU!