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.

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

Areas of focus

  • Family Finances
  • Insurance
  • Investments
  • Retirement Planning Strategies
  • Saving for Education




  • B.A. Economics, University of Notre Dame, Notre Dame, IN

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Previous experience

  • Vice President, Bear. Stearns & Co, Inc, New York, NY, 1997-2001

Community participation

Boy Scouts of America, Troop 134: Scoutmaster from 2012-2016

CYO Girls Basketball Coach: 2016 -2018


1) Family life - my wife, Lisa, is a reference librarian in the Great Neck Library system, my son attends Georgetown University and my two daughters attend Sacred Heart Academy in Hempstead, NY

2) Community Service - I enjoy serving my local parish, St. Anne's Church in Garden City, NY as lector and on the Professional Networking Group leadership team

3) Hobbies - playing golf and homebrewing beer