My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Insurance
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Intergenerational Planning
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Saving for Education

Previous experience

  • MetLife, Account Representative, 1992 - 1994
  • 3M Solutions, Senior Solutions Technician, 1988 - 1992
  • United States Army, Sergeant Aerial Observer, 1984 - 1988

Community participation

Relay for Life - American Cancer Society - Proud Sponsor

Ronald McDonald House - "Meals From the Heart" Program

Ascent School For Autism - Our team is a sponsor for their annual Golf Outing.

Long Island Cares Inc.-The Harry Chapin Food Bank

Island Harvest-A Food Bank for Long Island

Parkinson's Unity Walk Foundation: http://www.unitywalk.org/ Join me in supporting this worthy foundation.

Member of the American Legion

Interests

Aviation - as a US Army Veteran, my fascination with flying continues to grow.

Golf - A great networking tool that I have become passionate about.

Skiing - A native of upstate NY, skiing became second nature.

Sports - I enjoy being a spectator at most sporting events, but being able to play is what I most enjoy.

My photos

6 albums
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