My journey to becoming an estate planning attorney has been anything but conventional. I began my career as a financial advisor, gaining valuable experience at firms both large and small. During this time, I recognized the unique value an estate planning attorney could bring to clients. Instead of simply referring clients to attorneys, I chose to attend law school to merge legal and financial knowledge.

As a New York-licensed attorney and a CERTIFIED FINANCIAL PLANNER™, I bridge estate and retirement planning in a way few professionals can. My dual expertise allows me to integrate legal strategies with financial insights, helping you create a comprehensive plan for your future. This includes legacy planning, asset protection, and preparing for retirement and long-term care.

At my firm, I offer more than just documents; I provide peace of mind. While I do not manage investments or provide specific financial advice currently, I simplify complex financial strategies and collaborate with your financial and tax advisors to ensure your plans align with your goals.

I’m passionate about being more than just your attorney or financial planner. I strive to be a trusted advisor who guides you through life’s changes with clarity, confidence, and care. By focusing on long-term relationships, I help clients feel secure in their plans—not just today, but for years to come.

Let’s work together to protect your legacy and create a brighter future for your loved ones.