My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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32
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

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.

My photos

3 albums
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