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Our Team


Notary Public State of New York

I became a financial advisor because I wanted to help people like you - to have a positive impact on their lives. My goal is to help you build your plan on a strong and secure financial foundation.​

The best way to achieve your financial goals is to have a plan - one that will help you meet your needs today, but flexible enough to grow and change tomorrow.  There is no simple blueprint that works for everyone.  Your plan must be tailored just for you if it's going to feel right and help achieve your goals.

Awards, Memberships and Community Service

Million Dollar Roundtable (MDRT) 1981 - Current

MDRT Top of the Table 2004 - Current

NQA  (National Quality Award) 1985-1989, 1991 - Current

NSAA (National Sales Achievement Award) 1984-1994, 1996 - Current

Society of Financial Service Professionals 30 Year Member

March of Dimes Treasurer, Current Board of Directors 2013 Distinguished Volunteer Award

MDRT Foundation  Gold Knight

New York Deer and Elk Farmers Association (NYDEFA) President

North American Deer and Elk Farmers Association (NADEFA) Board of Directors

Boy Scouts of America (Twin Rivers Council)  Board of Directors

Rotary Past President and Paul Harris Award Recipient

Dave Vanderzee


Advisor Today September 2006

Round The Table September/October 2008

Advisor Today March/April 2011

New York Deer and Elk Farmers Association Winter 2022 Tax Edition

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