With over 25 years of experience in financial services, my mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity.

As a Partner, Wealth Management Advisor, I help manage assets for high-net-worth individuals, families and businesses.  Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My goal is to provide objective and timely financial advice and guidance with the highest level of professional service in striving to build and preserve wealth for my clients. By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals.

I began my financial services career in 1998 for a boutique Investment House. In 2002, I joined Citicorp Investment service/ Citigroup Global Markets, where I worked for 8 years. I then moved my financial practice to Wells Fargo Advisors Financial Network and started The Hamlet Group Wealth Management LLC. As a Partner, Wealth Management Advisor, I have served my investors for 10 years and look forward to helping them meet their financial goals for many years to come.

I have earned a bachelor’s degree in business from Adelphi University. In addition to applicable securities registrations, I am a Fundamental Choice Portfolio Manager.

Away from the office, I enjoy Golf, Skiing and Hiking. My wife, Katherine and I live in Huntington with our children, Stella Rose and Sophia Grace.

With over 30 years of experience in financial services, my mission is to provide every client with a plan based on their personal and financial goals.  I believe that without a plan, there is no chance of success.   

As a senior financial advisor, my clients are the foundation of my practice. I am committed to making a meaningful difference in their lives by guiding them to make well-informed financial decisions, helping them to attain their goals, and striving to exceed their expectations. My dedication to this commitment is built on providing a high level of client service, both proactively and responsively. I envision changes and challenges in my client’s lives which enables them to be prepared to meet those circumstances as they arise. I aspire to earn my clients' trust, thereby building long-lasting relationships with them and their families.

I began my financial services career at Bank of New York in 1985 as a Fixed Income Proprietary Trader.  In 1998, I joined the Trust Department of North Fork Bank as an Assistant Vice President and Trust Officer for 10 years.  In 2007, I joined Smith Barney (Morgan Stanley) as a Financial Advisor.   I moved my practice to Wells Fargo Advisors Financial Network in May 2019 to continue to better serve my clients and help them and their families meet their financial goals for many years. 

I earned my Bachelor of Arts degree in Mathematics from Boston College.  I live in Smithtown with family and two dogs.

With 25 years of experience in financial services, my mission is to provide every client with targeted, comprehensive financial advice and portfolio management delivered with the highest level of personal service and professional integrity.

As a member of The Hamlet Group, I provide complete customized financial solutions for individuals, endowments, institutions and corporations based on their unique individual situation.  My approach to providing financial solutions is long term, consultative, and objectives.  Over the course of 25 years, I’ve learned that there is no typical client.  That everyone is unique.  But there are several common threads that seem to run through our clients, including uniquely successful individuals, families and corporate entities.  Another common thread for my clients is that they are saving for, and or approaching retirement, concerned about their children, taxes and are often too busy to handle the details and direction of their investments.

I began my financial services career at Merrill Lynch from 1999 to 2005.  Then, I joined Morgan Stanley from 2005 to 2011.  And in 2011, moved to Wells Fargo Advisors.  I have a bachelor’s degree in communications from Syracuse University and a Juris Doctor degree for Syracuse University College of Law. I hold the following registrations including Series 7, 66 and 31 and I am Life and Health insurance licensed.

With my free time, I like to read, hang out on the beach and work out at the gym.  I am engaged in philanthropy as the President of The Laura Rosenberg Foundation, a 501 (c) 3 organization that raises funds for pediatric programs including Sunrise Association, Happiness Is Camping, The Morgan Center, and SIBS Place and research at Memorial Sloan Kettering Cancer Center.

I am residing with my wife, Rachel and three daughters, Ali, Amanda and Sage in Woodbury, New York.