As your Financial Advisor, I focus on your unique needs and develop strategies that help you reach your financial goals. I have worked as a Financial Advisor with both individual and business investors since 1999. Collaborating together, we will address every facet of your financial life to help ensure you are prepared for the future and on track to achieve your financial goals.

Comprehensive Wealth Management Approach

·         Investment Portfolio Development and Management

·         Planning for Retirement

·         Estate Planning Strategies

·         Retirement Plan Services for Individuals, Businesses and Executives

·         Tax Planning Strategies

·         Insurance and Annuities – life, disability & long- term care insurance & tax deferred annuities


My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of competence, personal service and professional integrity. This commitment to service also carries over to my involvement with our local community.

·         Board Member with ACLD – Adults and Children with Learning Disabilities

·         Board Member for Northwell Health – Huntington Hospital

·         Former Board Member & Chairman of Finance Committee at New Island Hospital (currently St. Joseph’s Hospital).

·         Platinum Contributor to Memorial Sloan Kettering Hospital, a contributor to Ronald Mc Donald House and St. Jude’s Children’s Research Hospital

 
Credentials

·         MBA in Corporate Finance & Investments graduating from Adelphi University with honors as a member of the Delta Mu Delta Honor Society

·         Chartered Retirement Planning CounselorSM, or CRPC®, certification from the College for Financial Planning

·         CFS - Certified Fund Specialist certification - Institute of Business & Finance

·         Graduated from the Financial Planning program at Long Island University completing the Certified Financial Planning coursework requirements for the CFP® certification – completed.

·         Former Member of the Million Round Table for insurance & annuities, published financial articles for Parents & Children’s magazine on Long Island.

 
A New York native, my wife, Inesa and I reside in Huntington, NY with our son Nick and our two dogs, Fluffy and Apollo..  I enjoy anything on the water, including boating and fishing.  I like to stay active and exercise.  Travel is a favorite pastime of the family.