About Me

Invest with a Plan.

I am a Fee-Only, fiduciary, Certified Financial Planner. 

I provide answers & solutions to help you achieve financial freedom.

I help my clients working towards growing their nest egg, retirees that require income/budget planning, and small business retirement plans.

Financial Planning is provided with my advanced planning software. A powerful & nimble software solution that provides detailed insights. It provides a continuous window into your personal finances. It is made available to you throughout our working relationship.

Specialties

  • Investment Planning
  • Budgeting & Cash Flow Planning
  • Planning & Budgeting for Retirement Income
  • Portfolio Optimization
  • Asset Management
  • “Second Opinion” Investment Analysis
  • Risk Management or Insurance Planning
  • Personal Finance Consultation

Personal Bio

I grew up in the “upstate” NYC metro area. And I’ve been here my whole life. I am married to an amazing woman and we have two children that fill our lives with light & joy (and restless nights). I am 44 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 brother’s. When I’m not working or fulfilling my duties as a father I’m engaged in one of my many (probably too many) hobbies: 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; and I’ll enjoy a whisky or wine on occasion. I’m probably so active so I don’t feel guilty when indulging. I feel life is to be experienced, and I want to enjoy every moment. I played a few sports when I was younger and more spry. I got to travel some; stateside and international. Life is good, and I’m exciting for the next chapters of my story.