Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Plan Distribution

Awards & recognition

  • Five Star Wealth Manager, 2012,2013,2015,2016

Community participation

Founded the Andrew J Nissen scholarship Fund.

This Fund was founded to provide educational opportunities to children of single mothers.

Interests

  • I enjoy golfing with friends, family, and clients at Trump National Golf Club in the Historic Hudson Valley
  • I've been married for 29 years to my wonderful wife Rosie. We have two sons, Ricky and Lorenzo, and grandsons Edward, Oliver, and Joseph.
  • We like to travel to Mexico as well as the Caribbean.