Our Team
I design and recommend strategies that help migrate investments toward wealth. Through clear, frequent communication, I provide customized service, build lasting relationships, and help clients benefit from a disciplined investment outlook.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Death of a Loved One
Losing a loved one can be a difficult experience. Despite the emotional trauma involved, you may also be responsible for handling a variety of financial, legal, and administrative tasks. You may find yourself unsure of where to begin and what to do.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies and knowledgeable insights for your employer-sponsored retirement plan.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Alliance for Positive Change
This is a NYC-based not-for-profit that has made a significant and meaningful impact on the community which it serves. I have known the Executive Director since 1967, and she is the "Real Deal."
Center for Safety and Change
This organization is a Rockland County, NY-based not-for-profit that has provided important support to individuals and families who find themselves in extremely difficult and challenging (read: "facing imminent physical and emotional") circumstances. I am proud to support this charity, and I hope you will consider their mission.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 01, 2023
FDIC Insurance: How It Protects Your Cash & How to Increase Coverage
Are you concerned about bank failures? This article explains how FDIC insurance helps safeguard your money, and how you can potentially increase that coverage.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney Insured Sweep
Janney Insured Sweep puts your cash to work at a competitive market interest rate at one or more participating banks, and provides Federal Deposit Insurance Corporation (FDIC) protection.
May Investment Perspectives
We examine why it has not looked like a recession yet, how the Fed policy tools have changed, and whether the stock market will remain resilient through the coming months.
Your Assets are in Good Hands: Resources and Account Protection at Janney
Through every market condition, through every stage of your life—and your family’s life—Janney provides stability and coverage for the safety and security of your assets.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.