Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Retirement Plan Distribution
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Stony Brook University, BBA 1995

Interests

My family is the center of my life. My wife is Magda. We are now married 25 years. We are blessed with 3 young men. Alec is 21, Ricky is 18, and Tommy is 15. I enjoy spending time with my family and coaching my children in lacrosse, basketball, baseball and life.

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.

  • Knights of Columbus
  • Ronald McDonald House
  • Leukemia & Lymphoma Society

Professional associations

  • Stony Brook University Osher Life Long Learning Institute