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
35
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
  • Investment Management
  • Investments

Education

  • BA in Business , Muhlenberg College, Allentown, PA

Awards & recognition

  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020 - 2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023 - 2025

Previous experience

  • Consultant/Manager - MMSG/GRECO BROTHERS, 2015-2016
  • Equity Sales Trader - WJB/COFFEY SEC., 2014-2015
  • Self Employed - Prop Trading, 2012 - 2014
  • Sr. Equity Sales Trader - Oppenheimer & Co., 2010 - 2012

Community participation

Long Island Cares

Chaminade High School Parent Volunteer

Interests

Spending time with Family & Friends, coaching and following the markets.

My photos

5 albums
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