I am an Accredited Investment Fiduciary, Certified Financial Planner, Certified Wealth Strategist and I’m the CEO of a boutique financial advisory firm, in Tarrytown, NY. I am celebrating my 30th year as a financial planner. I am actively looking to purchase practices and continuity planning leading to purchases. I have significant experience in asset practice purchases and continuity planning. I look forward to speaking with you to explore the possibilities.