Who we are
In my first 25 years in business my partner and I created a successful international niche manufacturing company. We were smart! We were crushing it! And we were having fun! The problem? The company was our life. We never tried to imagine a world after the here and now. And so we left significant value locked up in the enterprise that we could have captured for our future if we had started preparing early.
That experience taught me that it's hard for business and professional people to step back from daily pursuits to prepare strategically and realistically for an unknown future. Also, that you can't do it alone: you need a trusted, dispassionate professional to help you make it a priority–someone ask the right questions to uncover your dreams and fears, as well as the key details of your unique situation.
My mission is to make sure you have a strategy so you don't make the same mistakes I did. My clients tell me they feel more confident, have more options, and sleep better at night. I ask a lot of questions that require honest and thoughtful answers. Working with me takes time and commitment. But I promise you: the value of knowing where you are headed, and of having a strategy that can respond to a changing world, is well worth the effort.
Long and varied experience in management, innovation, and research has given me a vast toolkit of insight on money and strategy. I understand small business owners' concerns because I have walked many miles in their shoes.
After taking my degree at Cambridge University in England, I moved to The Netherlands for graduate study in music, and then to the U.S., where I co-founded an international musical instrument making company and became a citizen.
During 25 years in the musical instrument business I published prizewinning research in music and sociology and earned a Ph.D. from Cambridge. I later held business development positions with full budgetary and legal responsibility in the rapidly changing publishing industry.
As well as being insurance licensed by New York, Alabama, California (CA Insurance Lic. #4047106), Connecticut, Idaho, Indiana, Massachusetts, Maryland, Missouri, New Jersey, Oregon, Pennsylvania, South Carolina, Texas, Vermont, and Washington, and in addition to holding a securities registration with FINRA, I am authorized to offer life insurance from New York Life to AARP members. I am Certified in Long-Term Care (CLTC) to be able to address this crucial aspect of retirement planning, and I hold a Financial Services Certified Professional designation (FSCP) from the American College of Financial Services and am a candidate for ChFC (Chartered Financial Consultant) from the same instituition. A relationship with me is your resource to access focused, personal service backed by one of the nation's strongest financial institutions. Let's talk.
Advanced Planning Group
TEAMWORK IS THE FUEL THAT ALLOWS COMMON PEOPLE TO ATTAIN UNCOMMON RESULTS.
— Andrew Carnegie
New York Life's Advanced Planning Group(APG) is a team of nearly 30 professionals with specialized training in law, taxation, accounting, business, insurance, finance, and philanthropic planning. With more than 300 years of collective experience, the APG supports a variety of wealth strategies and business planning objectives in these key areas:
Nonqualified executive benefit strategies
Wealth transfer and distribution strategies
Transnational planning (non-U.S. citizen)
Estate tax mitigation
Through our individualized case development process, we listen and understand what's important. With our nationwide Agency network, we've been down this path hundreds of times before, helping clients reach their retirement, estate and business planning goals and objectives.
Neither New York Life Insurance Company nor its Agents provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.
Advanced Income Solutions
The Advanced Income Solutions Team will help you prepare for some of the unique challenges you face when providing for retirement income. Customized case analysis and industry leading tools ensure that we can provide you with innovative strategies that will give you confidence.
NYLIFE Securities focuses on providing clients with brokerage services and a wide variety of investment options. As a registered broker-dealer and a wholly owned subsidiary of New York Life Insurance Company, NYLIFE Securities can offer the resources needed to help clients enhance their opportunities to grow and maintain their wealth.
Our exceptional client service, investment platform, and competitive cost structure can help address clients' needs, regardless of their financial objectives. Our goal is to develop a long-term financial relationship with our clients and to prudently serve their needs throughout their life.