My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance

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

Awards & recognition

  • Ameriprise Circle of Success Hall of Fame, 2024
  • AdvisorHub Advisors to Watch (over $1Bil), 2025
  • AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Ameriprise Circle of Success, 2006-2011, 2013, 2015, 2017-2025
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025
  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020-2025
  • Forbes Best-in-State Wealth Advisors, 2019-2026
  • Ameriprise Circle of Success Chairman's Advisory Council, 2012-2016
  • Long Island Business News Top Financial Executive Award , 2017
  • Long Island Business News Executive Circle Award, 2024, 2025

Honored to be recognized in Forbes

I’m excited to share that Halcyon Financial Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

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

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. 

My photos

10 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.