How I Can Help
For more than 30 years, it has been a true privilege to walk alongside clients as they pursue their financial goals and lifelong dreams. With empathy and understanding, I strive to turn complex decisions into clear, actionable strategies that grow and adapt through every stage of life. My commitment is to offer meaningful, personalized guidance—helping clients embrace new opportunities and face challenges with reassurance, confidence, and optimism.

What Makes Me Knowledgeable
Throughout my three-decade career, I have been dedicated to helping individuals and families grow, protect, and transfer their wealth with purpose and clarity. My approach blends strategic insight with a deep understanding of what matters most to each client. I am honored to have been recognized as one of Forbes Best-in-State Wealth Advisors for five consecutive years (2021–2025)—an acknowledgment that reflects not only professional achievement, but also the trust my clients place in me year after year.

I hold a Bachelor of Science in Business Administration with a minor in Marketing from the University of South Florida, providing a strong foundation in both financial analysis and effective communication—skills essential to navigating today’s complex financial landscape. My mission is simple: to deliver clear, practical, and personalized strategies that help clients make informed decisions and achieve their vision of success.

Get to Know Me
My wife, Livia, and I are proud parents of three wonderful children—Allyson, Sydney, and Jack. Outside of work, I enjoy exploring new destinations through bicycling and travel, capturing meaningful moments with my camera, and spending time with family on the beach. I’m also passionate about giving back through volunteer work with the New York Cancer Foundation and Island Harvest Food Bank. These experiences keep me grounded and remind me of what truly matters most—the people we love and the causes we hold close to our hearts.