My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

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

Interests

  • Traveling To One New Country Every Year
  • Training & Teaching Nokado / Jiu Jitsu
  • Playing Beach Volleyball with Family & Friends
  • Coaching Long Island Youth Soccer Teams

Community Participation

JDRF - Juvenile Diabetes Research Foundation International

Marcie Mazzola Foundation "Helping Children in Need"

March of Dimes Foundation

National Stroke Association

Make-A-Wish Foundation

The Bridge to Life Inc.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • REGISTERED FINANCIAL CONSULTANT
  • CFS®  Certified Fund Specialist
  • CAS® Certified Annuity Specialist
  • Series 7, 66, Life, Accident & Health Licensed
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Education

  • B.S. - Finance & Management, University at Albany Business School, Albany NY

My Photos(2 photo albums)

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.

My Videos(1 videos) X