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Hire Me to be Your Financial Advisor

First Step to Financial Freedom
The Ultimate 1:1 Experience


Let's Create Your Financial Plan Together.

(3 Zoom Calls & a Financial Plan)


Ongoing Planning & Investment Management


Work with me to create your financial plan, track your progress, and manage your investment accounts.

Hourly Financial Advice


Hire me on an hourly basis to create your financial plan or tackle specific projects.


NYS Educators

I help educators plan for retirement and navigate the 403b/457 and NYSTRS.

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