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Investment Management

Investment Management 

The way you invest your money is a huge component of your overall financial plan. It is the ultimate factor in reaching your financial goals. I am here to help you create a well-diversified, low-cost, tax-efficient portfolio that matches your tolerance for the inevitable ups and downs in the market and allows you to sleep at night.

NY State Teachers


High fees, low transparency, complicated annuity products, surrender charges...I can go on and on. A bad 403b plan can cost you tens of thousands of dollars....sometimes even more. I have been helping NYS Teachers for over 14 years plan for retirement and make sense of it all. 

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