Advisor profile


My approach

It’s never too early to begin thinking about leaving a legacy. I provide my clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement® approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Private Wealth Advisor
  • Financial Advisor

Education

  • J.D., St. John's University School of Law - Class of 1996
  • B.A., Harvard University - Class of 1993
  • St. Francis Preparatory High School - Class of 1989

Interests

Enjoys coaching and teaching baseball/softball; trying to play golf without worrying about the score; spending family time with my wife, Laura and three children, Michaela, Samantha and Philip. 

Community participation

  • Garden City Chamber of Commerce, Member
  • Garden City South Little League, Sponsor/Coach
  • Long Island Harvest - Volunteer for National Day of Service
  • T-Off 4 Autism Foundation
  • Long Island Cares - The Harry Chapin Food Bank
  • The Ronald McDonald House

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Five Star Wealth Manager, 2014-2015
  • Ameriprise Circle of Success, 2006-2019
  • Ameriprise Chairman's Advisory Council, 2012-2016
  • Protect.Grow.Give® RiverSource Life Insurance Company, 2011-2017
  • Ameriprise Diamond Ring Club , 2015
  • Long Island Business news Top Executive Award , 2017