Using my forty plus years of business management and experience to provide my clients, their families and business with financial, retirement and business exit strategies. Using my skills to help provide my clients the guidance to protect their assets and achieve their financial goals. I strive to become a lifetime resource to each of my clients.
I am proud to be a part of the Long Beach/South Shore community. I take great pride in working side by side with the families and businesses that reside here, building long term relationships and helping my clients to make sense of economic uncertainties and the financial challenges of the times.
- Licensed to offer Life, Disability Income, Health Insurance & Annuities in New York, New Jersey, South Carolina, Massachusetts & Florida.
- Certified Long Term Care Specialist by the Corporation for Long Term Care Certification.
- Certified in Long Term Care Partnership in New York, New Jersey, Florida, Massachusetts and South Carolina.
- Investment Advisor Representative of Park Avenue Securities, LLC.
- Graduate of The American College earned the Life Underwriter Training Council Fellow Designation.
- A resident for over fifty - five years in the Long Beach/South Shore area of Nassau County.
- Family: A resident of Harbor Isle with my significant other Michele Kivolowitz.
- Hobbies: Sports, Travel, Restaurants, Community.
- Honors: 2010 Recipient of the Professional of the Year Award from the Vision of Hope Foundation.
- Honors: 2013 Professional of the Month Long Beach Chamber of Commerce
- Honors: 2014 Nassau Council of Chambers of Commerce Long Beach Business Person of the Year.
- President of the Long Beach NY Chamber Of Commerce.
- Member of the National Care Planning Council For Long Term Care.
- Member of the American Association for Long-Term Care Insurance.
- Member of the National Association of Insurance and Financial Advisors.
- Charter Member of ElderCare Matters Alliance.
- SIPC: http://sipc.org/
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian