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About me

A financial planner since 2007, I take great pride in working with my clients on complex topics in a way that is easy to understand. That way, we can collaborate on creating the best plan possible for their unique life situation and help get them to the retirement they deserve. When I am not at work, I enjoy playing paddle tennis with friends, spending time with my family and am active in community service in my hometown of New Canaan, CT.

Education

Bachelor of Arts, Economics - Fordham University

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New York VII - White Plains

10 Bank Street

Suite 1215

White Plains, NY 10606

New York II - Grand Central

340 Madison Avenue

22nd Floor

New York, NY 10173

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