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
27
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
  • Tax Planning Strategies
  • Investments
  • Investment Management

Education

  • BA- Social Science , Business Management, University of Stonybrook, Stony Brook ,NY
  • A.S Criminology, Nassau C.C, Uniondale, NY

Awards & recognition

  • Ameriprise Circle of Success, 2018-2023

Interests

My family and I frequently travel to and vacation at our home in Walton, NY in the Catskill Mountains.

I am an avid motorcycle rider and Harley Davidson enthusiast . I own two Harley's that I enjoy riding up in the mountains.

My family and I are also involved with Martial arts and are big fans of UFC. I frequent Las Vegas quite a bit, as I work with several professional Athletes.

My photos

3 albums
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