Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Business Administration, Iona College

Interests

When I am not at work, you will likely find me jogging or walking around the neighborhood, playing with my softball team, at the lanes, or on the green. Physical activity is truly something that keeps me going.

I am also a lover of music. While I rarely perform in front of crowds anymore, as I did many moons ago with my band "Midnight Flyer," I will never shy away from belting out a tune. In addition to Rock & Roll, I am a big fan of New Age and Classical music.

Community participation

My past community participation has included 12 years of serving on the Clarkstown Central School District school board and several years of coaching with the West Nyack, New York Little League and Clarkstown Girls Softball League. I currently sit on the advisory board of the Salvation Army's eastern territory, am a brother of the Sons of Italy, a member of the Pearl River, NY Elks, and am heavily involved in the Congers-Valley Cottage Rotary Club, of which I have been a member for over two decades.

Awards & recognition

  • Ameriprise Circle of Success, 2019
  • Five Star Wealth Manager, 2012, 2015, 2016

Previous experience

  • Prime Capital Services, 1995-2014
  • Dime Savings Bank, 1988-1995
  • American Express, 1985-1988