My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

There are a wide variety of passions in my life. At the top of the list are my four children: Matthew, Megan, Maya and Jake. On the weekends there is never a dull moment. Sports are also a strong passion of mine, I enjoy playing and watching football, baseball, golf and tennis. In addition, I have been practicing brazillian jiu jitsu at the serrabjj academy in Huntington, NY, and have been a member of the competition team for the past four years. Cooking and traveling are hobbies of mine, and nothing is better than spending quality time with my beautiful new bride Lisa.

Community Participation

  • Youth Sports Teams in the Northport Community

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Small Business
  • Family Finances

Experience

12

Education

  • university of miami
  • long island university- cw post

Files for Download

My Videos

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200 Broadhollow Rd Melville, NY 11747

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.