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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution

Education

  • BA in Accounting from Queens College - The City University of New York in Flushing, NY

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023, 2024

Interests

I live in Long Island with my wife and two daughters. We have 2 dogs that are part of the family: Riley and Gracie. In my spare time I enjoy reading novels and bike riding.

My photos

5 albums
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