Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Small Business
  • Estate Planning Strategies

Awards & recognition

  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Kuttin Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

National Day of Service-November 14, 2014
National Day of Service-November 14, 2014

Our team participates in a number of non-profit and community service type organizations including: The Mary Brennan Inn, Wounded Warriors Project, Long Island Cares, RDH12 Fund for Site, Child Abuse Prevention Services (CAPS), Moxxie Mentoring Program, Little League Coaching, American Cancer Society and many more.