Private Wealth Advisor
Siena Wealth Advisory Group
Areas of focus
- Retirement Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Small Business
CFP® CERTIFIED FINANCIAL PLANNER™
RICP® Retirement Income Certified Professional®
- Bachelors of Finance, Pennsylvania State University
Awards & recognition
- AdvisorHub Advisors to Watch (over $1Bil), 2022 - 2023
- Ameriprise Chairman's Advisory Council, 2022
- Siena Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023
- Forbes Best-in-State Wealth Advisors, 2021-2023
- Financial Planning 40 Regional Advisors Under 40, 2021 - 2023
- Forbes Top Next-Generation Wealth Advisors, 2018, 2021
- Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2021
- Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022
- Long Island Business News Power List: Banking and Finance, 2022
- Ameriprise Circle of Success, 2012-2021
- Spending time with my wife Lori, my sons Luke and Myles, and our dog Maverick. Family comes first!
- Playing golf, tennis, skiing, biking, and doing anything outside. Golf has become my favorite sport by far.
- Donating my time for various charitable causes that are important to me.
- I love to cook and I love to eat... finding great new restaurants is a hobby of mine.
- I love to play guitar and write and record music with my band.
- Live music anywhere and anytime!
- Watching Penn State Football, NY Giants, the Yankees, and the Knicks.