Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Social Security Retirement Benefits
  • Saving for Education
  • Women's Financial Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Christian Financial Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Investments
  • Business Retirement Plans
  • Family Finances
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Charitable Giving

Awards & recognition

  • Iron Birch Advisors, Ameriprise Client Experience Award, 2020-2021
  • Gregory Manto, Ameriprise Circle of Success, 2019-2020

Community participation

  • The Building Blocks Foundation
  • City Harvest Food Drive
  • Westchester B.L.U.E. Foundation
  • Tunnel to Towers Foundation
  • Fraternal Order of Police (FOP)
  • YMCA Greenpoint, Brooklyn
  • Food Bank For New York City