I've been helping people navigate their financial lives since 2010, and in that time one thing stayed constant, no two clients are the same. Whether you're just starting out, building wealth in your peak earning years, or figuring out how to make your money last through retirement, the approach must fit you. Everyone has different experiences, viewpoints, ideas, and goals when it comes to investing and I make sure to listen to you to find a good fit.
My office is in Rockland County, NY, but I grew up in North Jersey and that's still home, both personally and professionally. Most of my clients are in the area, though I work with families across the country.
What I focus on most is retirement, more specifically, making sure the transition from saving to spending goes smoothly. That means Social Security planning, building income strategies that hold up when markets don't cooperate, finding ways to reduce unnecessary tax exposure along the way, and creating legacy plans for families. Running out of money in retirement is a real fear for many people and reducing that risk is something I take seriously.
Within my advisory practice, I have a fiduciary duty to my clients. I hold Series 6, 63, and 65 registrations, along with Life & Health and the CSSCS (Certified in Social Security Claiming Strategies) designation. I pride myself on responding quickly and being available when needed so you don’t need to worry about days going by before receiving a call or email back.
Outside of the office my favorite hobbies include golf, snowboarding, and fishing. I live in Hudson County with my wife Nhien and our son Theo, who was recently born in 2025.