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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7
  • Series 63
  • Series 66
  • Life & Health Insurance License

Education

  • Bachelors of Arts: English Literature, State University of New York at Buffalo

Awards & recognition

  • Kuttin Wealth Management, Investment News Best Places to Work for Financial Advisers, 2021

Previous experience

  • Senior Vice President of Investments, Joseph Stone Capital, LLC, 2018-2021
  • Group Account Representative, Mutual of America, 2014-2018
  • Assistant Vice President of Investments, Wells Fargo Advisors, 2009-2014
  • Vice President of Investments, JPMorgan Chase, 2007-2009
  • Financial Advisor, Merrill Lynch, 2006-2007

Community participation

I have been volunteering to help educational/recreational programs in the greater NYC community and as well as programs that combat homelessness, incarceration and recidivism since 2010.

  • New York Cares
  • Expressions Educational and Cultural Center Inc
  • The Doe Fund

Interests

I enjoy my family and friends first and foremost. I take pride in my volunteer work in the greater New York City community. I am a fan of my New York Jets, New York Mets, Brooklyn Nets and the Long Island Islanders.