Professional Profile
Call Me When
Call Me When... You need help navigating complexity and want to pre-experience wealth creation decisions.
Contact Method
email or phone call
Profession
Professional Certifications
Series 24, 7, 65 & 31 licenses
Functional Expertise
Business Focus

Transition Planning Certification
Client Industries
Client Results
Membership
Long Island Sponsor
Member Since
Member for 4 years
Sponsorship Type
Bronze
Chapter Leadership Role
Director of DEI, President Emeritus
Why I'm a Member of XPX
Putting clients first and professional collaboration is a core tenet of my ethos and XPX greatly enhances the ability to work with fellow leaders.
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© 2023 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use