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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30
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
  • Investment Management
  • Family Finances
  • Business Retirement Plans
  • Insurance

Education

  • BA Bachelor of Science, Finance Major, Accounting Minor, Long Island University, NY

Interests

- I enjoy boating and served a year as the Local Squadron Treasurer for the United States Power Squadrons.

The United States Power Squadrons is the world's largest recreational boating organization with more than 35,000 members. They are involved in boating education, civic service and having fun on the water with other boaters.

- I like to spend time with friends at local restaurants and live music venues, in both the New York City area and the Columbia, SC area.

- Country music is my favorite. I've been fortunate to get to see Johnny Cash twice in concert.

- I'm working on my golf game and I'm looking to spend more time fishing.