My Approach

We take the time to sit down with clients and obtain aclear understanding of their financial needs and goals. Matching a client'sgoals with the financial and intellectual resources available affords us theopportunity to empower them to make important financial decisions. Throughclient experiences, we have found, by having a flexible plan based on what isimportant to clients (ex. financial independence), is essential to the processof them reaching for their goals. Working together and looking to have a clear graspof a client's financial picture allows them to have the confidence in therecommendations we offer. As with any plan, providing personalized service isequally critical to their long term success. We believe working together withthese 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

19
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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

Files for Download

My Videos

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