Our Qualifications

Other than 25 years in the financial services industry (which is probably our most valuable asset) I hold the title of Chartered Financial Consultant and  Chartered Life Underwriter as well as the Certified Fund Spec These are degrees conferred by the College of Insurance in Bryn Mawr, Pa. In addition, I am a Certified Fund Specialist, a designation given by the Institute of Business and Finance, located in La Jolla, Ca. I make ongoing education a priority. I am a member of the Metro New York Chapter of Fund Specialists.   This allows me to share ideas with some of the best professionals in the greater New York area.

Effective January 1, 2010, I was named President of the Metro New York Chapter of Fund Specialists.