BUSINESS PHILOSOPHY
As a MetLife Financial Services Representative, it is my intention to help my clients accumulate, protect and preserve wealth as well as to find ways to assure that their families and business interests are protected should they have to deal with some of Life’s “if ‘s”.

To facilitate that process, I offer educational services, such as a full assessment of their current financial situation. That creates the opportunity for us to work together to identify their needs and priorities so we can develop and< implement a financial strategy tailored to them.

EDUCATION & ASSOCIATIONS
• B.A. – University of Washington
• Licensed to sell Life & Health Insurance in CA, CT, FL, NY, NJ, PA, and WA
• Licensed to sell Property and Casualty Insurance in NY
• Registered Representative of MetLife Securities, Inc.
• Series 7 and 63 Securities Registrations
• Board Member Sunnyside Chamber
• Member Woodside/Sunnyside Lions’ Club
• Member 100 Women in Hedge Funds Member The Transition Network
• Member American Business Women’s Assoc.
• Member of High Water Women
• Volunteer Bottomless Closet NYC- Financial Literacy Program

PRODUCTS & SERVICES
• Annuities
• Mutual Funds
• Roth, Traditional, and Rollover IRAs
• SEPs, 401(k)s, 403(b)s & SIMPLE Plans
• Asset Management Accounts
• Brokerage Accounts
• Life, Disability Income Insurance and Long- Term-Care Insurance
• Auto, Home and Pet Insurance
• 412 (e) (3) Defined Benefit Pension Plans
• Payroll Deduction Plans
• Key Employee Insurance
• Buy-Sell Agreement Funding
• Workshops/Seminars

I also offer other services such as…
Strategies for:
• Helping reduce taxes by utilizing various financial and insurance products
• Funding college education
• Retirement Planning
• Pension Payout Alternatives
Analysis of:
• Current investment risk
• Insurance needs (e.g., life insurance, disability income insurance, long-term care insurance)
• Net worth and cash flow

I will work with you and your tax and legal advisers to help you select the most ppropriate product solution to suit your specific needs and circumstances. Some health insurance products offered by unaffiliated insurers through Enterprise eneral Insurance Agency, Inc. (EGA), 300 Davidson Avenue, Somerset, NJ 08873. Metropolitan Life Insurance Company (MLIC), 200 Park Ave, New York, NY 10166. Auto and Home Insurance offered by Metropolitan Property and Casualty Ins. Co. (Met P&C®) and affiliates, Warwick, RI. Securities and Investment Advisory services are offered by MetLife Securities, Inc. (MSI), a broker-dealer (Member FINRA/SIPC) and a Registered