Mission

Our mission is to protect, manage and grow your wealth.

Everything starts with you. We will work closely with you to ensure that we understand your financial needs & priorities.

We will deliver personalized and unbiased services in a clear and commonsense manner.

We will develop a financial plan (if needed), that is customized to your goals and will make managing your financial issues easier.

We will meet with you regularly to review investment performance and progress to your financial goals.

Mission for Corporations

Our mission is to enhance the value of your group benefits by lowering admin costs, increasing employee satisfaction, filling the gap in your benefits program and enhancing your employee awareness of critical corporate messages. This includes retirement plans and all types of insurance, such as Medical & Dental, Long Term Care and Disability. I also provide Free Financial Seminars in the workplace, covering such topics as Retirement Planning, Estate Planning and Long Term Care.

Experience

I am a Certified Financial Planner (CFP®), and Certified Employee Benefits Specialist (CEBS®). I have a BA with Honors from the University of West London, England. I have more than thirty years comprehensive international financial services experience, which includes:

Capital Markets (Chemical Bank, London, Citibank New York)

Private Banking (Citibank, New York)

Product Development (Citibank New York, Equi Serve New York)

Financial Advisory Services NYC (American Express, Ameriprise, Royal Bank of Calendar, TD Ameritrade)

Extensive Group Benefits Experience in UK and US

Community Participation

I volunteer at various organizations in New York

Orion Resource Group. A membership organization of senior and elder care specialists who work for the benefit of their clients and loved ones. I am Chapter Leader of the Westchester Chapter Of Orion and run monthly meetings

St George’s Society Of New York. A Charity dedicated to enriching the quality of life of people in need through an established support system within the British Commonwealth community of New York. I am a member of the Beneficiary Committee, a member of the Finance Committee and Head of Audit.

Personal

I grew up on a Welsh farm in one of the lowest populated areas in Great Britain. This instilled in me the benefits of hard work and the importance of family and local community. I have worked internationally for many years (e.g. London, Riyadh, Jeddah, New York) and have a keen interest in international politics & affairs.

I have more than thirty years broad-based, international financial services experience including Trading, Product Development and Business Development. I enjoy working with people and am always generous with my time - I get great pleasure from helping people achieve their personal goals.

Maintaining an active lifestyle is important to me; I'm an avid runner and enjoy tennis on the weekends. To relax I love spending time with family and friends as well as watching movies (comedies are my favourite!), but I also enjoy more solitude activities such as reading and meditating.

Mission

Individuals and Families

Corporations

Experience

Community Participation

Personal

Your Bridge to Superior Independent & Customized Financial Advice

Mission

Mission for Corporations

Experience

Community Participation

Personal