Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. 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.
Request a consultation

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