Graham began his financial services career directly after graduating from SUNY New Paltz with a BS in Finance. Graham has been in the financial services industry since 2010 helping clients reach their financial goals.
Graham strives to create financial longevity for his clients by utilizing his expertise, extensive product knowledge and passion for helping others.
In addition to his Life, Accident and Health license, Graham holds his series 7 and 66 licenses.
This quote said by Warren Buffet, reflects how Graham views financial planning. “Someone is sitting in the shade today because someone planted a tree a long time ago”. By starting with a client’s goal, he’s able to structure the planting of a financial “tree” today that will provide “shade” from uncertainty in the future. Creating/furthering financial strength is his primary focus when working with clients.
Graham currently resides in Queens, NY with his wife Wendy. He enjoys occasional surfing, dining out and vacationing abroad.