Hello there! I'm a fervent advocate of the idea that each of us has the power to create a positive ripple in the lives we touch. My mission revolves around empowering clients to gain profound clarity on their personal and financial aspirations. By fostering a positive mindset, I guide them towards success for themselves and their families.
Within my practice, I specialize in constructing financial plans that not only help bolster savings but also position my clients to seize future opportunities. Embracing a protection-first philosophy, I firmly believe that safeguarding today is the key to strategic planning for tomorrow. Through my experience in business exit planning, I empower clients to grasp the true value of their businesses. I assist them in developing solid employee retention strategies and navigating the pivotal phase of selling their business for maximum returns, ensuring they maximize their net proceeds.
Before joining Northeast Financial Network, I served in the Office of the NYS Comptroller, ensuring the optimal allocation of assets for the benefit of all New York State residents. My journey also includes a stint in accounting. Armed with life & health insurance licenses, FINRA Series 7 and 66 securities registrations, and a trifecta of bachelor's degrees in marketing, International Business, and a Master’s degree in Accounting from CUNY’s The Lucille and Jay Chazanoff School of Business, I bring a wealth of knowledge to the table.
Beyond the financial realm, I'm committed to community service. Whether hosting food drives, supporting disabled veterans, or cooking hot meals at local homeless shelters, I believe in giving back and supporting fellow humans. A perpetual learner, I enjoy expanding my knowledge base through reading. On a personal note, I relish spending quality time with my wife, Andrea, and our children, Joseph and Giavanna. And, you might catch me attempting to transform my golf handicap from laughable to respectable—a small testament to my belief that to achieve greatness, one must not only act and dream but also plan and believe.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.