My Approach

I take the time to sit down with clients and obtain a clear understanding of their financial needs and goals. Matching a client's goals with the financial and intellectual resources available affords me the opportunity to help empower them to make informed financial decisions. I have found that a flexible financial plan, based on what is important to the client, is essential to the process of helping them pursue their financial goals. I work with clients to provide recommendations based on their financial picture with the goal of helping clients feel more confidence. Experience tells me that providing personalized service is equally critical to their long-term success, and that working together with these components is key to the client-advisor relationship.

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Interests

  • I enjoy spening time with my wife and 2 sons
  • Active in my children's sporting activities
  • I'm an occasional golfer as time permits
  • Enjoy cooking and entertaining family and friends

Community Participation

  • Volunteer Youth Financial Enrichment Program

Areas of Focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Saving for Education

Experience

20
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Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • M.B.A., Business, Dowling College, Oakdale, NY
  • B.S., Aeronautics, Dowling Collge, Oakdale, NY
  • A.A.S., Aerospace, State University of New York, Farmingdale, NY

Professional Associations

  • Advanced Advisor Group
  • Melville Chamber of Commerce
  • Financial Planning Association
  • Circle of Sucess

My Videos

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