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.

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27
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
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance

Education

  • J.D., St. John's University School of Law - Class of 1996
  • B.A., Harvard University - Class of 1993
  • St. Francis Preparatory High School - Class of 1989

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2024
  • AdvisorHub Advisors to Watch (under $1Bil), 2024
  • Five Star Wealth Manager, 2014-2015
  • Ameriprise Circle of Success, 2006-2011, 2013, 2015, 2017-2023
  • Halcyon Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023- 2025
  • Ameriprise Chairman's Advisory Council, 2012-2016
  • Halcyon Financial Partners, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success Diamond Ring, 2015
  • Long Island Business News Top Financial Executive Award , 2017

Honored to be recognized in Forbes

I’m excited to share that Halcyon Financial Partners has been named to the 2025 Forbes Best-in-State Wealth Management Teams list. This list includes top teams from across the industry who are committed to helping their clients stay focused on their long-term financial goals. Thank you to our clients for trusting us with your financial futures. And thank you to my remarkable team – your dedication inspires me every day.

Community participation

  • Garden City Chamber of Commerce, Member
  • Garden City South Little League, Sponsor/Coach
  • Long Island Harvest - Volunteer for National Day of Service
  • T-Off 4 Autism Foundation
  • Long Island Cares - The Harry Chapin Food Bank
  • The Ronald McDonald House

Interests

Enjoys coaching and teaching baseball/softball; trying to play golf without worrying about the score; spending family time with my wife, Laura and three children, Michaela, Samantha and Philip. 

My photos

10 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.