I provide professionals, business owners, and executive business leaders with comprehensive fee-based financial planning, asset protection, tax optimizing opportunities, retirement planning, estate planning, wealth management, charitable and legacy planning, as well as special needs and business succession planning. My office uses a team approach uniting legal, tax, and certified professionals with our internal consultants and relationships with strategic partners.
I myself am
an Investment Advisor Representative with Eagle Strategies, LLC,
a Registered Representative offering securities through NYLIFE Securities LLC, and
an Agent with New York Life Insurance Company, as well as a broker for other insurance carriers.
This means I have the skills, licenses, and company appointments to fulfill all three of the roles you may require from your Financial Professional. To understand the applications of the Fiduciary Obligation and other standards my roles require, please read more about our methods.
My perspective is shaped by an unusual combination of experiences. Before entering financial services, I built an international business and became widely known as a scholar, author, teacher, publisher, and maker of historical musical instruments. I hold MA and PhD degrees from the University of Cambridge and have published with leading scholarly presses.
Today I bring the same analytical rigor and long-term perspective to helping clients make informed decisions about retirement, aging, family, and legacy.
I believe financial planning is ultimately about preserving independence, expanding choices, and helping families navigate life's later chapters with confidence.
If you are approaching retirement or helping a loved one navigate the challenges of aging, I welcome the opportunity to connect.
My qualifications include Chartered Financial Consultant (ChFC®), a Certification in Long-Term Care planning (CHFC), and membership in New York Life's Executive Council*, as well as the Million Dollar Round Table (MDRT)**, 2023 - 2024) and Putnam and Westchester County Estate Planning Councils.
I am Treasurer Emeritus of the Howland Chamber Music Circle and have served as Director and Auditor with local, county, and state arts authorities and boards of directors.
*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.
**MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.