BFA™, APMA®, CRPC®
Associate Manager ACD
Siena Wealth Advisory Group
This number may include years as a financial advisor, and/or experience as a registered representative.
5.0 out of 5 rating based on 17 reviews
Areas of focus
- Tax Planning Strategies
- Family Finances
- Retirement Planning Strategies
- Spending time with my family is very important to me. I have a son, Ashton, who was born on October 27th, 2019. He is the BEST!
- Volunteer Work- I try to donate as much time to volunteering as possible. DWGTP and NSAL.
- New York Sports enthusiast (New York Yankees, Knicks, Giants and Rangers). Yes, the Knicks.
- I am a foodie. Some of my favorite restaurants include: "A Taste of Greece", "Tapastre", "Felix" & "Alta"
- I spend my summers between Eastern Long Island and Hilton Head, South Carolina.
FINRA Series 7, Series 66
New York State Life, Accident & Health Insurance
APMA® Accredited Portfolio Management Advisor℠
- Bachelor of Science in Financial Planning, Purdue University 2010
- LPL Financial, May 2008 - June 2011