Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
32
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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