I have been a financial advisor for over three decades, and our firm is dedicated to educating clients. It began with a radio show we did every Saturday morning from 1994 until 2001. Since then, we have held—and continue to hold—countless public seminars at institutions such as Marist College, Dutchess Community College, SUNY Purchase, and SUNY New Paltz, and we host various adult education programs at local high schools.

We’ve always felt that a person educated about their finances will avoid some of the pitfalls experienced by those who have not had the opportunity to learn about money and financial matters. But it doesn’t stop there. In addition to the sessions we offer to the general public, every year we offer our clients the opportunity to attend many educational events so they too can continue to learn.

We are providing some of that information at your fingertips in the following tabs, and we hope that you will find it worthwhile as you continue to explore.