At New York Life we offer several different products and services to tailor fit your needs of protection and retirement planning as well as estate planning and wealth distribution. Please contact us for a No Obligation quote or conversation to see how we are happy to help the members of our community protect themselves and thier families.

Financial & Insurance services including holistic financial planning, investments, brokerage , mutual funds, ETFs, REITs, portfolio management, annuities, life insurance, disability insurance, long term care, retirement plans Tax services including tax preparation, IRS representation, tax planning. Business consulting including employee benefits, cash flow analysis, asset protection. As a federally licensed tax specialist we do all our planning with an eye on how your taxes will be impacted. Most advisers can not give tax advise.

My area of expertise revolves primarily around trucks and truck related equipment. I have spent the vast majority of the last 33 years of my life in and around the Truck-Mounted Crane and Truck-Mounted Forklift Industries. My family has at one time or another been a dealer and up-fitter for Fassi, IMT, Palfinger, Epsilon, Barko, National, Sellick, Prentice, Steel Master, USTC, Craylor, Moffit and Tail Gator just to mention a few. My father built our family business by creating custom steel and aluminum bodies as well as custom material handling equipment solutions to accommodate a unique market of innovative business owners. After selling equipment for many years; I decided to branch out on my own by continuing my education in the fields of finance and leasing with the intent of merging my knowledge of those industries. By completing the Leasing and Financing Brokers School of the National Association of Equipment Leasing Brokers they have acknowledged my ability to do so. I have since founded Heavy Equipment Leasing, LLC and have begun providing leasing and financial services uniquely specific to the Truck Equipment Industry.