I am proud to call myself a Peekskill native, born and raised just 45 minutes north of New York City and a short drive from West Point (USMA). After graduating from Hendrick Hudson High School, I followed my dream of serving my country by becoming a United States Marine. I proudly served from 1999 to 2006, including during Operation Iraqi Freedom. Upon an honorable discharge, I transitioned to a new chapter in Southern California, beginning my financial career at Morgan Stanley. In 2005, I joined Bank of America Investment Services (now Merrill Lynch), and in 2009, I moved to Wells Fargo Advisors, where I had the honor of serving clients for over a decade. Currently, I bring my expertise as a comprehensive Financial Advisor, holding both the Chartered Financial Consultant® (ChFC®) designation from The American College of Financial Services and the Certified Investment Management Analyst® (CIMA®) designation, taught by the Yale School of Management and administered by the Investment Management Consultants Association®.
My financial planning services include:
We offer a range of flexible financial services tailored to meet the unique needs of our clients, including comprehensive consulting and asset management. Our approach emphasizes tax-efficient investment strategies and proactive tax planning to help clients minimize tax liabilities and optimize their financial outcomes. Ongoing fees for financial consulting and asset management are based on the size and complexity of the assets under management. Additionally, we provide specialized services, such as Trust and Fiduciary management, and can coordinate with CPAs, Attorneys, Healthcare Professionals, and Long-Term Care providers.
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