Sole Practitioner with offices in Patchogue, New York working with individuals, many of whom are business owners, in creating and preserving wealth through accounting, tax and financial planning services. Staff of 5.
CPA and CFP
Series 6, 63 and 7 Securities Licensed
NYS Life Insurance Licensed
Affiliated with HD Vest Financial Services
Extensive experience with Fire District Management including internal controls, policy development, budgeting and financial reporting.