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.

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

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Insurance


  • Series 24- General Securities Principal
  • Series 7- General Securities Representative
  • Series 65- Investment Advisor
  • Series 6- Investment Company Products/Variable Contracts Representative
  • Series 63-Securities Agent
  • Life, Accident, and Health Insurance Licenses


  • B.A. Business Administration, University of Central Florida

Awards & recognition

  • Ameriprise Circle of Success, 2012
  • Five Star Wealth Manager, 2012, 2014, 2015, 2016 & 2017, 2023

Professional associations

  • McLean Avenue Merchants Association (MAMA)
  • Yonkers Chamber of Commerce

Community participation

  • I enjoy volunteering in youth programs in my community. I am also involved in the coaching of Old Tappan youth programs such as Baseball and Basketball
  • Board member of Yonkers Chamber of Commerce
  • Member of the McLean Avenue Merchant's Association
  • Proud Sponsors of the Yonkers St. Patrick's Day Parade
  • Contributor/Sponsor for local charities such as the Enrico Fermi Scholarship fund and Woodlawn Run for a Cause.
  • Contributor/Sponsor to not for profit food bank- Harvest Table, Fairfield CT
  • Contributor/Sponsor to not for profit Umbrella Club, Fairfield CT


I live in Old Tappan, New Jersey with my wife, Michelle, and our rescue dog Hughy. My oldest son Marc, a Northeastern University graduate with a Master's of Science in Accounting- Audit, has just recently joined the team at Rienas & Brown. My twin sons, Tom and William, are graduates of Harvard University. William is currently choosing between medical schools, and Tom is a consultant with S2N in Boston I am an active member of my community and volunteer my time to various community sponsored charities and events. I enjoy skiing, biking, working out and spending quality time with family and friends.