Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances

Qualifications

  • Series 7- General Securities Representative
  • Series 65- Investment Advisor Representative
  • Series 63- Securities Agent
  • Life, Accident, and Health Insurance Licenses

Education

  • B.A. Business Administration, Baruch College School of Business - CUNY

Professional associations

  • McLean Avenue Merchants Association (MAMA)
  • Yonkers Chamber of Commerce

Community participation

  • Involved in my daughter's school and Parent Teacher Organization
  • Co-founder of Birthday Gifts for Charity (BirthdayGiftsforCharity.org)
  • Contributor/Sponsor to Harvest Table - Fairfield CT
  • Contributor/Sponsor to Umbrella Club - Fairfield CT
  • Member Yonkers Chamber of Commerce
  • Member McLean Avenue Merchants Association
  • Proud Sponsors of the Yonkers St. Patrick's Day Parade
  • Contributors/Sponsors of local charities such as the Enrico Fermi scholarship fund and Woodlawn Run for a Cause

Interests

  • I live in Stamford, CT with my wife, Angie, daughter, Jordyn and dogs, Basil and Rocky. We dedicate time to local organizations and charities.
  • I have a passion for travel, theatre, music, football, swimming, tennis, skiing, and attempting to be a chef.