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
40
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
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

  • Master of Science-Business Policy, Columbia University Graduate School of Business, New York, NY

Community participation

  • American Legion Post 156, City Island, NY, Past Commander
  • Columbia University Alumni Association
  • Military Officers Association of America, Life Member
  • United States Army Infantry Hall of Fame , Member

Interests

Spending time with my wife, five children and eight granddaughters.

Doing volunteer work with veterans through my association with the American Legion.

Boating and fishing around City Island on Long Island Sound.