About Me

A thoughtful partner for people who want their money to serve their life — not the other way around.

I work with high-earning professionals who are doing well on paper, yet want greater clarity and intention around their financial decisions. When income rises quickly, choices multiply — investments, taxes, lifestyle tradeoffs, and long-term priorities can start to feel fragmented or reactive. My role is to help bring structure, perspective, and confidence to those decisions.

My approach combines long-term focused investing with thoughtful financial planning, designed to help you make the most of your earning years without losing sight of what matters most. Rather than chasing short-term outcomes or headlines, we focus on building a durable strategy that supports career growth, lifestyle flexibility, and future optionality.

As your advisor, I help you organize your financial life, understand your options, and make informed decisions as your income and responsibilities evolve. Our partnership is built on ongoing communication, education, and trust — so you can move forward with clarity instead of second-guessing.

You May Be a Good Fit If…

  • You’re thinking about retirement and want flexibility and freedom—not just a number
  • You’ve achieved financial success but want your money to enhance your life, not complicate it
  • You’re raising a family and want to approach wealth with intention and purpose

Personal Bio

My story begins in the “upstate” NYC metro area, and I’ve been here my whole life. I am married to an amazing woman who inspires me everyday, and we have three young children that fill our lives with light & joy (and restless nights). I am 47 years old and have been working in finance for close to two decades. This is a family business that started with my father, who is now retired, and now I’m lucky to be working side-by-side with one of my brothers. When I’m not working or with family, I’m engaged in one of my many (probably too many) hobbies: Golf, mountain biking, Brazilian jiu-jitsu, rock climbing, snowboarding, camping, and hiking. I’m a goofy and nerdy dude, with a lust for life. I probably eat too much steak and pizza and cookies. I feel life is to be experienced, and I want to enjoy the ride and soak up the moments. Sometimes the most enjoyable moments are the process and journey, and not the destination. I played a few sports when I was younger and more spry, aging is undefeated at slowing us down. I got to travel some; stateside and international. And I have a few more “interested in going” pins on the map. Life is good, and I’m excited for the next chapters of my story.