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

Areas of focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Charitable Giving


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • BS, Marketing with a minor in Economics, Fordham University, Bronx, NY

Awards & recognition

  • Pell Wealth Partners, Forbes Best-in-State Wealth Management Teams, 2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019

Professional associations

  • Warwick Chamber of Commerce
  • Orange County Chamber of Commerce
  • Hudson County Estate Planning Council

Community participation

  • Orange County Land Trust
  • Warwick Chamber of Commerce
  • Louis Mills Conservation Society
  • Feeding Westchester
  • Orange County Chamber of Commerce


When I'm not in the office, I enjoy cooking for my family, spending time playing the drums or guitar, and traveling. Wine is a huge passion of mine and I dream of someday owning my own vineyard.

My wife Marielle and I live in Warwick with our twins, Dylan and Adriana. It has been so much fun being a "twin dad" and witnessing their special bond as they grow up together.