Restaurant Owners

Are you a restaurant owner? If you are, then you face many of the obstacles common to all small business owners. However, you also deal with some challenges unique to your industry.



Throughout my life, the preparation and enjoyment of food has been central to my notions of family and togetherness. As an avid cook and self-professed “foodie,” I find myself drawn to work with professionals who attach the same emotion and value to food. That is why after five years with New York Life Insurance Company, I decided to focus my business on providing services and solutions to entrepreneurs in the restaurant industry like you.



As a seasoned restaurateur, you’re faced with many challenges when it comes to running a successful enterprise – challenges that can keep you from making important financial decisions with respect to planning for your business, your employees and your family. I have noticed several things common to many restaurant owners. Typically they:

• Are behind in planning for their financial future
• Wish they could better organize their life
• Have a long “to-do” list with both business and person items (for example update your buy/sell agreement, review your life insurance, evaluate your retirement savings, etc.)

The good news is that with the right assistance, you can make easier financial decisions while you continue to focus on your business. I invite you to having an introductory meeting with me. I can help you analyze your situation and recommend appropriate solutions to address your specific needs as the head of your business and as the head of your household. You can count on me to help make sure you have the tools you need to reduce your risk as a business owner – solutions that can help take you to an even higher level of success.