Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Insurance
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies


  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™


  • BA, Clark University, 1988

Awards & recognition

  • Pell Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Pell Wealth Partners, Investment News Best Places to Work for Finanical Advisors, 2020-2022

Community participation

Board of Director - Business Counsel of Westchester Foundation

Board Member - Westchester Parks Foundation

Feeding Westchester


    Outside of the office, I love spending time with friends and family. Playing the drums has always been a passion of mine and I have had the opportunity to play in a couple of bands. I enjoy watching sports (go Yankees!), playing golf and cooking for my family. Halloween is my favorite and I would always have a blast decorating the house for the kids each year.
    My wife Michelle and I live in White Plains. Our daughter Sophia is a Registered Dietician and our son Michael recently graduated from Syracuse University.