When it comes to working with my clients, my style is to take a consultative approach. Advising clients, in my opinion, is an ongoing process as opposed to a one-shot recommendation. If you were to ask me what’s in a name, I would answer "everything". That is exactly why I named my firm ClientFirst Strategy, Inc.
Whatever you say, whatever your reactions are to my questions, I will take you very seriously. It is your input that will form the basis of my advice to you, which in turn, will allow me to develop a sound strategy that puts your best interests first.
Having been in the investment business since 1990, I have always been a strong believer in continuing education. I have earned many licenses; General Securities Representative Exam, Uniform State Law Exam, Uniform Investment Advisor Law Exam, General Securities Sales Principle Exam, Accident, Life, and Health Insurance Licensee, AAMS (Accredited Asset Management Specialist).
Also, I am a member of the Long Island Business Development Corporation and the Long Island Elite networking group. I have been co-chairman of the March of Dimes Real estate Awards Committee as well. I have appeared in CNBC, NBCnews.com, TIME, MSNBC, Newsday, The Associated Press, The New York Real Estate Journal, Long Island Business News, Smart Money (Personal Finance Section of The Wall Street Journal), Building Long Island Magazine, Financial Planning Magazine, FOX Strategy Desk, www.Fidelity.com, and www.ProducerseSource.com.