My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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32
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 Income Strategies
  • Intergenerational Planning
  • Investments
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • SUNY Albany, 1983-BS in Communications with Marketing Concentration

Previous experience

  • Citigroup Global Markets Inc., Financial Advisor, 6/2012 - 2/2014, East Northport, NY
  • Merrill Lynch, Assistant Vice President, Senior Financial Advisor, 1/2007 - 7/2012, Bayside, NY
  • Citigroup Global Markets Inc., Financial Advisor, 10/1994 - 1/2007, Jericho, NY

Community participation

Coached CYO basketball and sponsor of Komen Race for the Cure.

Interests

I enjoy outdoor activities and travel with my wife of 26 years. I have two children, a daughter who attends UMASS/Amherst and is majoring in Speech and Language and son who lives on the West Coast and works in finance in the high tech industry. We have lived in Commack, NY for the past 22 years.

My photos

2 albums
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