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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6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Accident and Health

Education

  • St. John's University - Bachelor of Science - BS, Criminal Justice

Awards & recognition

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

Previous experience

  • Managing Partner - GB Capital Partners LLC, a real estate investment firm, 08/2016-09/2019
  • Managing Partner - Diaphanum Capital, a real estate investment firm, 06/2015-08/2016
  • Analyst - BHS Partners LP, 08/2014 - 06/2015

Honored to be recognized in Forbes

I’m excited to share that Hudson Peak Wealth Advisors 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

The first annual Peoples Prep golf outing raised $20k towards students education! Great work!
The first annual Peoples Prep golf outing raised $20k towards students education! Great work!

Interests

  • I am an avid skier who loves challenging terrain. I grew up competing in moguls and skier cross. Most weekends in the winter you will find me at Mount Snow or Killington. I also take trips out west each winter. My favorite mountain is Big Sky in Montana.
  • My wife and I love to hike during the warmer months. Now with a baby we are doing fewer challenging hikes but enjoy taking her to Mainus Park and Babcock Preserve in Greenwich CT and Lake Mohegan in Fairfield.
  • I love history, especially in regard to monetary systems and policies. I am fascinated learning about the successes and failures of these systems over the course of history.