Team profile


What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, 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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances
  • Divorce Financial Planning
  • Tax Planning Strategies

Awards & recognition

  • Hudson Peak Wealth Advisors, Ameriprise Client Experience Award, 2023
  • Hudson Peak Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2025

Hudson Peak Wealth Advisors

HPWA works every day to inspire a more confident future for our clients. We share in the joy and challenges of our clients lives and tailor financial advice that reflects the milestone events along the way. Our ability to do this comes back to our core values ─ integrity always and client interests first ─ and to advisors with decades of experience backed up by an equally experienced team.

From our office in Westchester and bases in Fairfield County and Manhattan, we work with clients near and around the country to help them realize their goals ─ for themselves, their families, and their businesses.