I am honored to be trusted with my clients’ wealth management needs, consulting them on strategies to maintain and grow their wealth through the long-term, and amid ceaselessly changing tax requirements. Because I support comprehensive tax planning on every level, I am also licensed to advise you on life insurance, which can help you protect your future and legacy.
I joined MGO in July 2022 with the merger of Nussbaum, Berg, Klein & Wolpow, CPAs LLP.
Baruch College, B.S. Accounting
Certified Public Accountant, New York