News & More
We are proud to have a team in this year's Alzheimer's Association Rockland County Walk to End Alzheimer's.
Check out the SDA team page and please consider making a contribution to support research and critical services for those in need.
SDA Wealth Strategies Team
Please note from the CARES Act-
We're here to help if you're going through a divorce.
Check out our divorce services and please reach out for a complimentary consultation.
We specialize in helping those newly separated or going through a divorce.
My financial planning and coaching provides the strategy and support you need to tackle any financial challenge life brings. The financial planning process starts with a free 30 minute call that allows us to get to know each other better. We'll discuss your financial situation, goals and objectives, and the ways we can work together. Each financial planning engagement is customized to a particular client's needs and goals
Our diverse backgrounds and years of experience have prepared us to guide you on your journey.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Don't Buy The Hype
Inflation - Back to the Future
Global and International Funds