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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Small Business
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • CUNY Baruch College, New York, NY - BBA in Management 2008

Awards & recognition

  • Five Star Wealth Manager, 2021-2023
  • Lombardi and Associates, Ameriprise Client Experience Award, 2023

Previous experience

  • Financial Advisor at Northwestern Mutual, 2011-2013
  • JPMorgan Securities, 2013-2014
  • WBI Investments, 2015-2016

Honored to receive recognition

I’m honored to announce I’ve received a 2023 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

  • Food Bank for Westchester
  • President, AHEPA Eagle Rock Chapter 375

Interests

  • I love to cook
  • Watching sports (Jets, Knicks, Yankees, and Rangers)
  • Boating
  • Snowboarding
  • Golfing