Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I enjoy spending time with my wife Sarah and my son Lucian, going for walks by the water and to the beach. Some of my favorite past times include weight training, fishing and playing golf. When time allows to relax I enjoy reading, normally self-improvement books as well as how-to books, an all time favorite is Rich Dad, Poor Dad. I strive to constantly improve myself and learn how to do new things. I believe keeping your brain sharp is the secret to staying young!

Community participation

  • Lindenhurst Chamber of Commerce