Advisor profile

What you can expect when you work with me

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

When you work with me, 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
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Social Security Retirement Benefits
  • Insurance
  • Business Retirement Plans
  • Domestic Partner Planning

Community participation

  • Member of the LI Mystics an active magic club on Long Island promoting prestidigitation to all
  • Member of the Society of American Magicians a Nationally recognized magic organization

Interests

  • Enjoy traveling with my family to the Caribbean for Scuba diving and excursions
  • I love performing close-up magic in restaurants, senior home and children's hospitals ( Your table me is my stage)
  • Competing in BBQ tournaments (Memphis in May) is my once a year get down an dirty cooking nothing but BBQ for a week. The smell of smoke stays with me for Days. Mmmmm!!!