Retirement is more complicated than it used to be:

What should I consider when deciding when I should take Social Security?

How does Medicare work?

Do I still need life insurance in retirement?

What about long-term care insurance?

Will I run out of money if I live to 90… 95... 100?

Should I buy an annuity?

Clients come to me for help answering these questions and more. My day-to-day is focused on helping clients visualize their personal retirement and estate desires, and crafting an actionable strategy to help make those desires a reality.

On a personal note, I am married with three kids in public school. We moved to NYC from Georgia in 2020, which will be immediately apparent by our slower speech and frequent use of the term "y'all".

I am fascinated by ancient languages (Greek, Latin, Germanic, Celtic, Balto-Slavic) and martial arts (Boxing and Grappling).

We love NYC. We love the Northeast. We love to hike. And we hope to own property in Vermont, Upstate NY or Maine someday.

Email [email protected] for inquiries into my services: Retirement Analysis, Net Worth and Cash Flow Statements, Long-Term Care Planning, Life Insurance and Annuity Reviews.

Focus areas

  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • History and Museums
  • Boxing
  • Soccer
  • Running

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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