With 15 years of professional experience, I am a Wealth Advisor specializing in planning for individuals approaching or already enjoying retirement. I hold Series 6, 7, 63, and 65 registrations with LPL Financial, along with Life, Health, and Variable Annuity license in the state of Florida. Serving clients and their families nationwide across multiple states has been an honor and privilege.
Born and raised on Long Island, New York, and a father of three, I bring a strong appreciation for family, legacy planning, and long-term financial security. My family’s relocation to Florida reflects these same values and a commitment to building a meaningful future together.
My approach is simple – I treat every client like my own family and how I would like to be treated, built on trust, integrity, and respect. Having personally cared for my own retired parents through significant life transitions, I bring a deep understanding with empathy and insight to working with mature clients as they transition into the next phases of life and beyond to future generations. My goal is to provide exceptional service and clarity, allowing clients to feel confident and at ease as they enjoy the retirement they have worked hard to achieve.
Outside of work, I enjoy spending time outdoors—especially on the water—traveling, adventures and creating lasting memories with my family and friends!