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
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Estate Planning Strategies
  • Small Business
  • Investment Management
  • Retirement Planning Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 6
  • Series 7
  • Series 63
  • Life, Accident, and Health

Education

  • BS, Business - Wagner College, 2003

Interests

  • Lives on Staten Island with his lovely wife, Amanda, and his three young children Billy, Matthew, and Alexa.
  • Enjoys watching his kids play ice hockey.
  • Plays on a competitive soccer team.