My Qualifications - Company History

I have been working with individuals and businesses in the Long Island, NY area for many years, having been associated with The Legend Group (acquired by Lincoln Investment in 2017) since 1984. I am registered/licensed to sell a variety of investment and insurance products. I have been dedicated and will continue to be dedicated  to developing lasting relationships with all my clients. I believe in helping you assess your financial goals and participate in the management of your finances.  In 1990, I achieved the CFP® (CERTIFIED FINANCIAL PLANNER^TM) certification,  CFS^TM (Certified Fund Specialist^TM) in 1994, and CMFC® (Chartered Mutual Fund Counselor^SM) in 1996.

One of the benefits of working with me is my ability to provide clear, easily understood explanations of financial products and services. This is accomplished utilizing my skills as a public school teacher for 30 years in the Longwood School District between 1976-2006.  In addition, my associative experience as an officer in the local teachers union during my first 15 years of teaching, as a liaison to all aspects of employee benefits, assists in understanding and communicating the different stages in our financial lives.

A personalized program that I can provide is a roadmap to working toward a more secure financial future.I am looking forward to using my experience and  knowledge to help you pursue your financial goals.