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
10
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
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Saving for Education
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Insurance

Education

  • B.S. Financial Economics: Plattsburgh State University, 2000
  • M.A. National Security & Terrorism Studies: American Military University, 2007

Awards & recognition

  • S.M. Miller & Associates, Columbia Greene Board of Realtors Business Partner of the Year, 2021

Previous experience

  • New York State Bureau of Narcotic Enforcement - Criminal Investigator, 2016-2021
  • Village of Catskill Police Department - Police Officer, 2008-2016
  • City of White Plains Police Department - Police Officer, 2005-2008
  • New York City Police Department, 2004-2005

Protecting & Serving My Clients

For over 17 years, I served as a law enforcement professional dedicated to protecting communities so that everyone could feel safe in their homes & neighborhoods.

Now, as your financial professional, I dedicate my practice to protecting & serving my clients, helping them feel safe financially for themselves & their loved ones.

CLICK HERE to see how I may help you protect your family, financially.

Community participation

Participating in local events and organizations is essential to building strong community relations. Following are a few organizations I work with:

- Legislator: Greene County, NY, Legislature; https://www.greenegovernment.com/greene-government/county-legislature

- Board of Directors: Greene County Chamber of Commerce; https://greenecountychamber.com/

- Career & Technical Education (CTE) Advisory Committee Board Member: Catskill Senior High School

- Board of Directors: International Professional Wrestling Hall of Fame (IPWHF); https://www.prowrestlinghall.org

Interests

- I have been active in the martial arts for the past 20 years.

- Enjoy traveling and spending time with my family.

- Avid reader and soccer enthusiast.

- Co-founder of the nonprofit museum International Professional Wrestling Hall of Fame.

My photos

2 albums
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