New York Life Company

With my corporate experience, I understand the challenges employees face balancing work, family, and future planning. This allows me to offer tailored advice on retirement, insurance, and benefits that ease concerns. I also recognize that many business owners are unaware of the variety of benefits available at reasonable costs, such as business solutions, buy & sell agreements, key employee retention strategies, executive bonuses, and employee benefits.

My dual perspective helps bridge this gap, guiding business owners to offer competitive benefits while managing costs. I also provide complimentary workshops to educate both employers and employees. Whether advising on retirement, key employee planning, or enhancing benefits, I’m committed to securing a prosperous future for your business and employees. Let’s work together to build a more secure and successful future.