My clients have worked their entire lives to prepare for retirement and handle life’s financial challenges and my mission is to help them reach those goals by creating a clear and thorough road map for them to follow.
I chose to be an Independent Financial Advisor for numerous reason but first and foremost it was because I work for my clients and my clients only. As an Independent, I have the freedom to choose whichever solutions I feel are correct for my client and not ones that are dictated to me by a Financial institution that puts their own interest first.
After a 25 year career as an equity trader on Wall Street, I felt the desire to help people understand and manage their financial futures and became a Financial Advisor. The term Financial Advisor can be misleading as it applies to such a wide range of experience levels. My belief is that the responsibility of managing a client’s financial assets requires a significant level of commitment, experience and qualifications. Experience, Commitment and Accountability are the core values that I believe define a qualified Advisor. I am a Certified Financial Planner, Chartered Life Underwriter and Certified Long Term Care Specialist along with over 30 years of experience in the financial industry. My network of trusted professionals includes CPA’s, Estate Planning attorneys and Property and Casualty specialists enabling me to provide for all of my client’s needs. These experts form an unparalleled level of knowledge and experience available to me on behalf of my clients. I am a Registered representative and Investment Advisor representative of LPL Financial and hold my Series 7, 24 63 and 65 licenses as well as my Property and Casualty license.
In my personal life I am a Board Member of the Islanders High School Hockey League and enjoy coaching High School Ice Hockey as well as playing hockey, golf and fitness. I enjoy spending time with my four children and staying active in the community.