Since 1998, I have had the privilege of working with my clients helping them pursue their financial dreams. I received my Bachelor Degree in Business Administration in 1987 with a concentration in Accounting from Hofstra University. Upon graduation, I chose to accept a position as an Assistant supporting a financial planner in Manhattan, where I could leverage my accounting background but pursue my interest in helping clients manage their financial future. I learned a great deal during this tenure as a sole Assistant, however, I wanted to interact more with clients, continue to grow in my career and explore new opportunities. I was soon hired by another firm and over time was promoted to