

Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Divorce Finances

Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Spending Time with Family
- Traveling
- Active Lifestyle
- Sports Enthusiast
- News & Media
Request a Consultation
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All Fields RequiredOffice Information
Fax
(855) 628-7024Branch Team
- Lisa McGrath
- Sr. Branch Office Administrator
- Wendy Courtney
- Branch Office Administrator
Branch Team
Office Address
220 Main StNyack, NY 10960opens in a new window
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