I joined Rosenzweig Financial Services (RFS) in March 1981 and with the merger of RFS and J3 Wealth, am a Partner at Stratus Associates and specialize in the professional healthcare marketplace.

I primarily focus on the use of life, disability, long-term care insurance and annuities when planning for clients, helping them have financial peace of mind for life’s events. I entered the financial services industry to serve people and help ensure families have what they need in the eventuality of death, so businesses can stay together and prosper, and if a professional is disabled, they can continue to provide for themselves and their loved ones. My experience gives me the ability to craft a plan for my clients that will span their lifetime and help provide for generations to come.

I’m a member of FINSECA, which was formerly the Association for Advanced Life Underwriting (AALU), and stay on the cutting edge by regularly attending continuing education conferences.

I am the past president of my synagogue, and am also actively involved in various fundraising efforts in my community. I am happily married with three children, have several grandchildren, and live in Great Neck, New York. I enjoy music and am an avid New York sports fan.

I’m a Chartered Life Underwriter (CLU), a Life Underwriter Training Council Fellow (LUTCF), and a registered representative of HTK.