About Me

Your trusted guide & partner to help you on your financial journey to maximize your Return on Life.

I am a Fee-Only, fiduciary, Financial Advisor.

A thoughtful guide and partner for your financial life.
I believe your finances should support a life filled with meaningful experiences—and the most memorable moments are those we get to share. My work focuses on helping clients bring clarity, intention, and confidence to their financial decisions so they can live in alignment with what matters most.

As your advisor, I’m here to help you organize your financial life, understand your options, and navigate each stage with clarity. When questions arise, you don’t have to sort through them alone—our partnership is built around ongoing communication, education, and support.

Specialties

  • Small business owners, Company employees, Real Estate owners, Public Service & government workers.
  • Pensions, 401(k) plans & stock options, 403(b), 457 plans, Real Estate Investments, Small Business Company Retirement Plans.
  • Highly motivated savers that are in the Accumulation Phase of building their nest egg and/or family wealth.

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 two young children that fill our lives with light & joy (and restless nights). I am 45 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.