I’ve gotten to know many local families as an Allstate agent in Bohemia. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I know what life is like here in Bohemia – that you choose your car and your home to fit your lifestyle and your budget. I also know how important it is to do the same when it comes to insurance. I look forward to getting to know you and helping you to find the solutions that meet your needs.
Part of what I like best about my job is that I can offer customers options for a wide variety of coverage and services. You can depend on me to help you look at the big picture.
We are passionate about working with our clients and want them to experience financial confidence now and in retirement. We will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. We want you to feel confident that the advice we provide reflects your unique dreams and goals
Every day, you face numerous decisions that can have a far-reaching impact on your financial well-being. You want to make well-informed decisions, but you’re inundated by waves of “how-to” financial planning tips, seminars, advice and strategies. Without proper guidance, this maze of information can be overwhelming.At Wealth Advisory Group our philosophy is rooted in common sense and a proven record of intelligent financial planning. For more than 75 years we have been guiding individuals and businesses through every stage of the financial life cycle.Our primary goal is to empower you with sound financial strategies that can help you achieve your full financial potential. Wealth Advisory Group will help you discover and implement powerful wealth accumulation, asset protection and tax savings strategies to enhance your lifestyle. Whether you’re starting out in a career, building a family, running a business, or preparing for retirement … let us show you how to derive the most from your wealth today, while preserving its value for tomorrow’s generation.