Integrative - Financial Life Management
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As an expert in group employee benefits, retirement transition planning and charitable giving, I help small business owners provide superior workplace benefits to recruit and retain excellent employees. I take pride in providing a collaborative, educational, and creative approach to solving my clients' financial problems. Toastmasters Advanced Communicator ( Silver), NY Life AAC Triple Crown Award
07/01/2026
Inflation? Fears of a recession? None of it matters for most Americans when it comes to their pets.
Pet spending surges even in rough economy, new study - Nifty50Plus As economic uncertainty keeps on shaping consumer patterns, one category is proving remarkably resilient: pet spending. New data from...
06/14/2026
While kids are out on summer vacation, it's the perfect time to teach them core financial literacy skills.
Advisors reveal the most important lessons to teach kids about financial literacy Even when school lets out for summer kids should still be learning valuable lessons about money.
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4 Normanskill Boulevard, Suite 402
Delmar, NY
12054
