picture of a planner

Here to act in your best interests

About me

For over 30 years, I’ve been helping my clients reach their financial goals and objectives through financial planning. Away from work, I’m a huge fitness fan. I like biking and love running. In fact, I’ve completed the New York City Marathon five times.


Chartered Mutual Fund Counselor™

Chartered Retirement Planning Counselor™

Registered Financial Consultant

Certified in Blockchain and Digital Assets℠


Bachelor of Science, Marketing and Management - Siena College

Visit one of our Locations

New York VII - White Plains

10 Bank Street

Suite 1215

White Plains, NY 10606

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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