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
14
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
  • Saving for Education
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • Series 7
  • Series 6
  • Series 65
  • Series 63
  • SIE - Securities Industry Essentials Examination

Education

  • BS, Finance and Economics, Manhattan College, Riverdale, NY 2009

Awards & recognition

  • QuantumView Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

  • Board Member of Lifting Up Westchester
  • Italian American Forum Member

Interests

  • Spending time with my wife, Kristen, and our boys, Luca and Jack.
  • Traveling and exploring the world, locally and globally
  • Golfing and Fishing
  • Cooking and trying new restaurants