Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
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
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies

Education

  • Master of Business Administration, St. John's University 1994

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Community participation

  • Glen Cove Little League Baseball Coach
  • Nassau-Suffolk Football League Coach
  • Saint Patrick's CYO Basketball Coach

Interests

On a personal note, I enjoy spending time with my beautiful wife Helen and our two children Brendan and Shannon . When I'm not at the office you can find me on the beach, golf course, ski slopes, or sidelines supporting my children.