Our Associates

For more than 25 years, I’ve helped high-net-worth families and business owners safe guard, grow, and transfer their wealth with clarity and confidence. My work goes far beyond traditional investment management — I build tailored financial strategies that align with your life, your values, and the legacy you want to create.

I focus on four core areas:

Strategic Wealth Management: Disciplined portfolio design, risk-aligned asset allocation, and ongoing oversight to drive long-term growth and preserve capital.

Retirement & Legacy Estate Planning Strategies: Advanced strategies for retirement income, executive compensation, business retirement plans, and for multi-generational wealth transfer.

Tax-Efficient Planning: Proactive, innovative approaches that minimize tax exposure and maximize net worth.

Insurance & Risk Management: Comprehensive life, disability, long-term care, and annuity solutions that safeguard your family and fortify your financial foundation.

Why Me?

You gain exclusive access to a full team delivering integrated banking, lending, trust services, insurance solutions, estate and tax planning strategies along with top-tier wealth management. My clients benefit from direct support from the WFII with 180+ elite investment specialists overseeing $2.3 trillion in assets (according to the WFII) backed by a dedicated client service team that provides fast, informed guidance every time you reach out. It’s institutional-grade expertise with private-client attention.

I bring a deep academic and professional background to every relationship — an MBA in Corporate Finance & Investments, advanced retirement and fund management certifications: Chartered Retirement Planning Counselor (CRPC®), Certified fund Specialist (CFS), and completion of all the Certified Financial Planning (CFP®) coursework. My career includes recognition from the Million-Dollar Round Table, published financial insights for Parents & Children’s magazine along with being recognized as a Premier Advisor for the Director’s Council at Wells Fargo Advisors Financial Network for the years 2020-2025 and I am a long-standing Member of the Financial Planning Association. Wells Fargo Investment Institute, Inc. is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

I’m also committed to serving our community through board roles with not-for-profit charitable organizations to include ACLD – Adults & Children with Learning Disabilities, Northwell Health – Huntington Hospital, St. Anthony’s HS Business & Entrepreneurship Center and long-standing support for Memorial Sloan Kettering, Ronald McDonald House, ASPCA and St. Jude’s.

I live in Huntington, NY with my wife, Inesa, our son Nikita, and our two dogs, Fluffy and Apollo. Outside of work, you’ll find me on the water — boating, fishing, staying active, exercising and exploring new travel adventures with my family.

 

If you’re seeking a trusted partner to elevate, and simplify your financial life, I welcome the opportunity to connect.

I look forward to hearing from you! (631)629-8888

Since beginning his career in the financial services industry, Shaun has been developing his fundamental understanding of markets and comprehensive wealth planning.

The cornerstone of Shaun’s investment philosophy is to know his clients. To that end, he spends time cultivating personal relationships with each client. Experience has taught him that each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives.

In order to properly serve that uniqueness, Shaun tailors a customized strategy for each client.  Gathering information, listening carefully, and understanding each situation is the foundation of every decision made with his clients.

Shaun began his career more than 15 years ago with Ameriprise as a Client Service Associate. In 2016 he moved to Wells Fargo Advisors Financial Network serving as a Client Service Associate and Business Manager.  Now, a Financial Advisor, Shaun is able to leverage his years in a support role to deliver an impeccable experience to his clients.

Shaun earned a BS in Business Administration and his MBA from Dominican University.

A New York native, Shaun and his wife, Cassie reside in Patchogue with their daughter, Bianca, and their beloved Shiba Inu, Harley. Family has always been paramount for Shaun, even more so now that his young family is growing. In his spare time, Shaun enjoys sports and fishing.  A talented baseball player, he earned a scholarship to play and uses baseball as his way to decompress now.  Fishing is a family activity, each year he and his brothers and dad venture out on a trip together. 

Shaun believes in giving back to his community.  As someone who has experienced loved ones living with special needs, he makes this a primary focus of his support.  Currently, he works as a Community Habilitation Specialist with Braverhood helping individuals with special needs, teaching them to become more independent.   He also supports Special Olympics, Autism Speaks, and Relay for Life.

Nikita is currently on scholarship as a student at the University of Tampa studying Finance and International Business. Nikita has always had a strong passion for financial markets and how the financial industry moves. He is currently in his junior year and is looking to pursue his MBA. The foundation of Nikita’s approach to finance is built on his strong work ethic, attention to detail, and most importantly his ability to cater to the aspirations of the clients. To properly support his senior team and clients, Nikita tailors his mind to efficiently aid and assist whatever the task is at hand. Nikita is on the tennis team at the University of Tampa as well as part of the microfinance club. Outside of work Nikita enjoys being out on the water with his family and working out with his peers.

Linda brings to our practice over 15 years of experience in the financial services industry.  She began her career at Citigroup Global Markets and Oppenheimer, with experience in both banking and investments. Linda transitioned to Wells Fargo Advisors in 2014 and began working with our team in 2024.  She maintains applicable securities registrations.

Linda focuses on assisting our team with operations and client support, including opening new accounts as well as updating and managing existing accounts. Linda has the experience and knowledge to provide clients with exceptional customer service.

Linda resides in Bellmore, New York with her husband Joseph.  She has three grown daughters.  Linda has played in the Long Island Ladies Soccer League for over 20 years and is a dedicated fan of the New York Islanders.