My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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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.

Areas of Focus

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

Experience

98 View scores
 
 
 

Qualifications

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