My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

Interests

  • I enjoy spending time with my wife and daughter
  • Fishing, golf, hiking and boating

Community Participation

As a member of the Industry Advisory Board for the Northport High School Academy of Finance, I help students and faculty build a foundation for careers and higher education in finance. I also volunteer on the Beach Committee for the Property Owners of Eaton's Neck Beach Association.

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
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Education

  • MBA Masters in Business Administration, Finance 1984 CW Post
  • BS Business Administration, Marketing 1982 CW Post, Brookville, NY
  • AAS Business Administration, SUNY Farmingdale, 1980

My Photos(1 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