My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • I enjoy golfing, hiking and kayaking.
  • My wife Mary and I have two children, Andrew and Audrey.

Community Participation

  • I donate platelets monthly through the Long Island Blood Center.

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • CFP - Ceritified Financial Planner
  • CIMA - Certified Investment Management Analyst
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