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
34
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
  • Investment Management
  • Investments

Education

  • BA in Business , Muhlenberg College, Allentown, PA

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

  • Consultant/Manager - MMSG/GRECO BROTHERS, 2015-2016
  • Equity Sales Trader - WJB/COFFEY SEC., 2014-2015
  • Self Employed - Prop Trading, 2012 - 2014
  • Sr. Equity Sales Trader - Oppenheimer & Co., 2010 - 2012

Honored to be recognized in Forbes

I’m thrilled to share that Andriola, Goldberg & Associates has been included on the 2023 Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

Community participation

Long Island Cares

Chaminade High School Parent Volunteer

Interests

Spending time with Family & Friends, coaching and following the markets.