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Profile Information

WHAT DO YOU DO?

I help people develop powerful tax deferred and tax free savings strategies on investment interest income.

My Focus: I specialize in financial advisory services for long-term, lower-risk investments and securities, including municipal and corporate bond laddering, IRA and 401k rollovers, Roth IRAs, and other existing retirement plans. As a financial advisor, my primary goal is to help my clients grow and preserve their wealth, as well as create a tax-efficient plan for distributions and transferrals.

With CD rates at near all time lows and tax rates at near all time highs my business has been quite busy working to find people an alternative place to invest their money.

TELL US ABOUT YOUR BUSINESS.

I am a managing partner at locally based North Shore Wealth Management - GunnAllen (Member FINRA/ SIPC) in Plainview NY.
www.northshorewm.com

Qualifications :FINRA General Securities Representative (Series 7), Uniform Securities Agent State Law Exam (Series 63), and General Securities Principal's license(Series 24) as well as New York State Health and Life Insurance license.

I am also a member of the National Ethics Bureau.

THE BIGGEST CHALLENGE YOU FACE IN BUSINESS?

I have been in the financial services industry for just under 11 years. In that time frame my practice has witnessed one of the biggest bull market runs and one of the largest collapses in history. It has seen terrorist attacks, out of control commodity and oil prices, real estate bubbles, wars, bank failures and a recent dismantling of the financial spine of this country.

It has been a very volatile 10 plus years to say the very least but I feel that these events have given me the confidence and experience to be ready for whatever life brings to me and my business.

WORDS OF ADVICE?

"Dont Wish For It -Work For It"