I provide provide  specialized financial planning for a wide variety of clients.

The clients include, but are not limited to professional, two income families, retirees, pre-retirees, single parent households and small businesses for retirement and benefit planning.

I specialize in investment management, retirement planning, estate planning, college funding, long term care planning employee benefits and general financial planning and advice.

I am a Certified Financial Planner, (CFP) and have over 40 years of experience. I am a graduate of The Wharton School in Retirement Planning.

I have been quoted in publications such as the Wall Street Journal  and was formerly the Ethics Officer of the Financial Planning Association of the National Capital Area.

My approach is based on trust and personal relationships, so that the client will meet their goals and objectives.

CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.