Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Professionally

  • Top 10 Advisor in their Eastern Region class in 2018
  • Top 10 Advisor in their Eastern Region class in 2019
  • Top 100 New Client Leader in the company in 2018-2019 Year
  • Top 100 New Client Leader in the company in 2019-2020 Year
  • #2 Advisor in their Eastern Region Class in 2020
  • Certified Financial PlannerDesignation 2023

Personally

  • Rugby Northeast Collegiate All Star in 2011
  • White Plains Rugby Board Member 2018- Present
  • White Plains Rugby 7s Coordinator and Captain 2019
  • Empire GU DII Regional Champions 2019

Years of Experience

Representing Northwestern Mutual since 2016.

Education

  • St. John Fisher College - Economics (B.A.)
  • St. John Fisher College - Spanish (B.A.)

Personal

I grew up in Albany, NY. I went to St. John Fisher College out in Rochester, NY where I played rugby all 4 years and double majored in Economics and Spanish in May of 2012. Out of college I began my professional career for a supermarket company called the Golub Corporation/Price Chopper/Market 32 at their distribution center. 

I continued to work my way up the corporate ladder from intern to operational manager, project manager, and lastly Transportation Systems Administrator.

Two years later into full time employment at the Golub Corporation, I was introduced by my best friend to Northwestern Mutual. My advisor Ridgely Harrison helped me create a written financial plan on what I needed to do to ensure my financial goals. Two weeks later I was a client, and Ridgely to this day continues to be my advisor as we believe no one should be their own financial planner.

In 2017 I decided to follow my advisors foot steps and began my own practice in White Plains, NY under my managing director Cody Dolly. 

Over the years I've gravitated working with resident and attending physicians, engineers, and married couples who care about their families!

I pride myself in listening to my clients goals and dreams to educate them on their opportunities and helping them establish a written plan so they can spend their life living!

When I'm not at work, I enjoy international and domestic travel with my wife Jenn, I take pride in the discipline of keeping a healthy and active lifestyle by playing golf, touch rugby, and working out.  I'm a big NY sports fan with the Knicks, Giants, Rangers, and Yankees as my teams.

I'm also a huge dog lover. I have a 10 year old Chocolate Lab Doberman Mix named Petey. 

For those that connect with our team transparency, education, and accountability are the three key pillars that define who we are and what you can expect when you work with us!

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Here are my areas of expertise

Financial Planning

Disability Planning for Physicians & Dentists

Tax-Efficient Strategies

Investment Planning & Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline
A business meeting around a table.