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Investment Center


A Message From Your Advisor

Helping you pursue your financial goals by carefully developing a plan that aligns with your specific needs, experience, and time horizon, is an honor and my highest priority. Working together, we will create a customized plan to help prioritize your goals.
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation consultation.
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Account Access

To get information about your account, obtain a copy of your statements and confirmations or get the latest information on markets, quotes, and financial news, access your account below.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Nassau Financial Federal Credit Union and Nassau Financial Investment Center are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Nassau Financial Investment Center, and may also be employees of Nassau Financial Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Nassau Financial Federal Credit Union or Nassau Financial Investment Center. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.