My Approach

I help people meet the challenge of financing the present while planning for the future. I work with my clients on the issues that matter most to them: funding their children's education, effective retirement planning and personalized investment advice to help maximize their earnings. I'd like the opportunity to work one-to-one with you to offer individualized advice to help you feel more in control of your finances – present and future.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.

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Interests

My lovely wife Mary and I have been married for 25 years; we have one child, Julianna and a dog, Lola

I am a native Long Islander

Recreational activities include Softball, Working out & Golf

Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Saving for Education
  • Cash Flow Management Strategies

Experience

16

Qualifications

  • Series 7, 63, 65 Licensed
  • Life, Accident & Health Insurance - NY LA-883289
  • LTCi Certification NY Partnership Program; LA-883289
  • Life, Accident & Health Insurance - CA OI11452
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Education

  • S.U.N.Y. College at Cortland; B.A. - Class of 1977

Professional Associations

  • Cumulonimbus club - A professional networking group

Files for Download

My Videos

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My Photos Show Thumbnails

Our National Day of Service, November 12, 2013 at Long Island Cares, Inc. The Harry Chapin Food Bank

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.