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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Charitable Giving
  • Retirement Plan Distribution

Education

  • Stony Brook University, BBA 1995

Professional associations

  • Stony Brook University Osher Life Long Learning Institute

Community participation

Our Lady Queen of Martyrs: Lector, Liturgical Committee and trainer of the altar servers.

My wife & I are devoted to fundraising for hearing impaired children in support of our oldest son who has a congenital hearing impairment. Also, we support and dedicate time to the Ronald McDonald House and the Leukemia & Lymphoma Society.

  • Knights of Columbus
  • Ronald McDonald House
  • Leukemia & Lymphoma Society

Interests

My family is the center of my life. My wife Magda, and I are now married 30 years. We are blessed with 3 young men. Alec is 26, Ricky is 23, and Tommy is 20. All are currently enrolled at Penn State University. I love spending time with my family, whether it be Sunday dinner or our next skiing adventure, I cherish every moment!