There is a “WHY” behind what I do as a financial planner. Growing up in NYC, my parents had a home in Jamaica Estates- Queens and we had a summer home in Sag Harbor, Long Island. My father returned from WW2 to his position as an accountant at the Long Island Carpet Cleaning Company with the intention of purchasing the business. My mother was a stay at home mom raising my older brother and me. While enjoying time at our summer home in Sag Harbor my father experienced a sudden heart attack and died leaving my mother, brother and me (age 7) without a financial plan. Within a period of one to two years my mother had to sell our 2 homes and move the family into a small apartment. My goal is to help ensure my clients that they will never experience what I did as a young boy after my father passed away.
