Advisor profile


What you can expect when you work with me

 My 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 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investment Management
  • Estate Planning Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®

Education

  • B.S. in Business Administration, Bryant College, Smithfield,RI
  • M.S. in Financial Services, American College, Bryn Mawr, PA

Interests

Table Tennis- Club level player -Woodbury Table Tennis

Community participation

Host Family-Fresh Air Fund

Usher - Our Lady Queen of Martyrs

Co- Chairman - Glen Cove High School Class of 1980 Reunion

Member and Former Chief Alumni Officer- Beta Sigma Chi Fraternity

Previous experience

  • General Manger and Equity Partner, Pasta Italiana- Plainview NY 1985-1993