Professional
Education
- B.S. in Economics from the University of Massachusetts - Amherst.
Awards and Recognition
- Million Dollar Round Table Qualifying Member: 2000-2007
- National Quality Award: 1990-1997, 1999-2007
- National Sales Achievement Award: 1990, 1998-2001
Associations and Memberships
- Member of the Estate Planning Council of New York
- Member of the Financial Planning Association (FPA)
- Member of the National Association of Insurance and Financial Advisors
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