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.

Get started
31
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving Strategies
  • Retirement Plan Distribution

Education

  • Stony Brook University, BBA 1995

Professional associations

  • Stony Brook University Osher Life Long Learning Institute

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Our Lady Queen of Martyrs: Lector, Liturgical Committee and trainer of the altar servers.

My wife & I are devoted to fundraising for hearing impaired children in support of our oldest son who has a congenital hearing impairment. Also, we support and dedicate time to the Ronald McDonald House and the Leukemia & Lymphoma Society.

Interests

My family is the center of my life. My wife Magda, and I are now married 30 years. We are blessed with 3 young men. Alec is 26, Ricky is 23, and Tommy is 20. All are currently enrolled at Penn State University. I love spending time with my family, whether it be Sunday dinner or our next skiing adventure, I cherish every moment!