I have 34 years experience as a financial advisor. I graduated from Boston University with a BSBA in finance, concentrating on investment strategies and financial analysis. I have also received my Master’s degree in finance and quantitative analysis from Adelphi University. I am a senior partner at Q6 Advisors, Inc.
My values, coupled with my commitment to my client’s well being, are foremost on my agenda. I believe that my professionalism, integrity and creativity have allowed me to develop a special relationship with my clients. I bring a unique ability to translate information into coherent and simple ideas that make sense for my clients.
Communication with my clients has always been the mainstay philosophy of my practice. I have an innate enthusiasm for wanting to help others. I believe this attitude was forged from strong family values and a conscientious work ethic. I grew up in a family owned business where client loyalty and dependability was ingrained into my mentality.
As a child, I was intrigued by anything that I could take apart and put back together! I think that is why I am so good at helping people plan; unraveling and understanding the moving parts of a financial plan is in my DNA.
I have many experiences and stories that help clients to understand the value of what we do, and I would love to share some of them with you!
My primary focus is in the investment planning space. We design investment solutions that make sense. Our approach to investing is based upon sound reason and informed perspective. We employ the ideology that a well informed investor is more likely to make intelligent decisions. My core investment philosophy is to provide tactical investment guidance, as well as, help clients adapt to the ever-changing situations that they face.
It is of paramount importance that I thoroughly understand what my clients would like to accomplish, their goals and their objectives. The thorough analysis of information, as well as engaging in detailed conversation, will allow for well thought-out plans that will make available the best possible strategy.
Our industry experience, cutting edge thinking, vision, and product knowledge, coupled with available resources, and the ability to present creative plan options offers clients the strategic guidance to make intelligent decisions.
My experience and technical industry knowledge enables me to interact with a client’s tax advisors and legal counsel.
My firm, Q6 Advisors, Inc. is set up to provide maximum support to clients. Our partners, staff and junior associates, work closely with clients to ensure that all of their needs are met.