Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Insurance
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Small Business
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor SM

Education

  • Manhattan College, Bachelor of Science , Accounting and Finance

Interests

I really enjoy sports... I play racquetball and softball, and I golf and go mountain biking. In addition to participating in sports, I love going to games as well and am a season ticket holder of both the New York Yankees and New York Giants. I also enjoy spending time with my wife, Stephanie, daughter, Mia and son, Michael.

Community participation

Coach- 6th Grade Girls Basketball and 2nd Grade Flag Football

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015, 2016, 2018 and 2019

Professional associations

  • MDRT, Million Dollar Round Table Member