I joined Northeast Planning Corporation in March of 2015 after working 8 years in medical insurance. Along the way I graduated from William Paterson University with a B.S. in Financial Planning. While working in medical insurance, my purpose was to ultimately help patients and hospitals recover lost dollars due to financial disorganization. As a financial professional my mission has not changed, by using macroeconomic strategies I am able to help my clients build more wealth, minimize tax, and reduce risk.
If you have interest in learning more about your personal or business financials please feel free to contact me at [email protected]
As a member of the Northeast Planning team, it is my responsibility to give my clients the proper guidance needed to reach their financial goals.
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