My mission is to financially empower my clients. Helping them navigate their financial challenges and come out thriving is one of my biggest passions. I am the Co-Founder of Complete Advisors, a Wealth Advisory firm based in the Greater New York City area. I bring over 25 years of experience in Business Valuation, Portfolio Management and Financial Strategy. All too often, I see owners of closely held businesses missing out on significant financial opportunities because they treat their personal and business financial planning as separate entities. As a designated CFA, my expertise and role at Complete Advisors is helping business owners integrate their personal and business retireme