My Approach

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.

Interests

* I volunteer for Yale University as an ASC Director, coordinating and performing interviews for high school students in NYC who are applying to Yale.

* I am also the Chairman of the Membership Committee for the Yale Swimming & Diving Alumni Association.

* I live in Manhattan with my wife Emily and our children Julia, Jack, and Charlie.

23
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 8 reviews 100.0

Areas of Focus

  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Awards & Recognition

  • Premier Protection Award - RiverSource Life Insurance Company, 2019

Education

  • BA, Yale University, New Haven, CT
  • JD, Fordham University School of Law, New York, NY

Previous Experience

  • Merrill Lynch Wealth Management, Financial Advisor, 2011-2017

Files for Download

My Videos(5 videos)

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