National Wealth Advisors, Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
- Ramapo College of New Jersey - BS, Business Administration/Finance
- Risk Management
- Insurance Planning
- Evaluation of Client Data
- Investment and Retirement Planning
- Estate Planning
- College Planning
- Executive and Employee Benefit Plan Design and Planning
- Provides financial counseling to the clients of major CPA and law firms.
- Top clients include business owners and high net worth individuals.
- Community: Coach North Rockland Midget Football
- Hobbies: Skiing, Organized Flag Football, Extreme Fitness Training and Golf