Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Income Strategies
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Vassar College, Poughkeepsie, NY B.A. Economics 1976-1980
  • New York University, Stern School of Business, MBA

Interests

  • My family is dear to me. My wife Elida is a breast cancer survivor and helps raise money to find a cure. She is also very involved in ABC (A Better Chance). My son Everett is a senior at University of Maryland studying mechanical engineering- currently interning in NYC for the summer. My daughter Isabella is a senior in high school who writes for the school newspaper and performs in various dance shows and musicals
  • In my spare time you may find me playing tennis, road biking, motorcycling, enjoying classic cars, or skiing out West.
  • I am a lifelong suffering Jet's, Mets, Knicks fan

Community participation

  • Save the Sound Coastal Cleanup Project.
  • Pink Aid
  • Builders Beyond Borders

Previous experience

  • Oppenheimer, Financial Advisor, Stamford, CT, 2008-2015
  • Wachovia Financial Advisors, Financial Advisor, New York City, NY, 2001-2008