Professional

The core of my business model is to establish a solid relationship with my clients and get to the heart of what matters most to them. By combining their personal/professional goals and objectives with financial data and my expertise, we build a strong foundation. This puts us in a position of strength to meet their current financial needs and fulfill their dreams in the future.

My process begins with a one-on-one conversation to gather relevant information and gain insight into my clients’ ultimate objectives. This dialogue and joint effort allow me to customize an analysis specific to my clients’ unique needs and focus on financial security. We then strategize the most efficient ways to accumulate, preserve, and distribute wealth. 

Different stages in life and unforeseen circumstances may present various challenges, whether it’s an individual, a family, and/or a business. Therefore, I help my clients navigate all aspects of their financial life to get a better assessment of the bigger picture. This allows me to uncover which matters were never addressed, or that simply need a fresh, revamped approach.

Through my affiliation with Northwestern Mutual, I am able to utilize the financial strength of its 160-plus year institutional platform and have access to in-house specialists. With these exceptional, highly-accredited resources, I can offer my clients white-glove service and top-notch, expert advice.

By guiding my clients through this process, I act as a positive catalyst and provide customized, realistic, and suitable recommendations. In turn, this will empower each client to make active planning decisions for themselves and their families.

Awards and Recognitions

  • Network Office 1st Year Representative Leader- E Regional Year, 2005
  • Silver Award, 2006-2007
  • Gold Award, 2007-2008
  • Forbes Best in State 2023 & 2024

Years of Experience

Representing Northwestern Mutual since 2004.

Certifications and Designations

To better serve my clients, I have also dedicated myself to continued learning. I currently have the following designations:

Certified Financial Planner™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.

CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.

Chartered Life Underwriter® (CLU®)
The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Chartered Advisor for Senior Living® (CASL®)
Widely adopted across the broad spectrum of financial services, the CASL® five-course curriculum prepares the financial professional to lead clients from middle age through retirement and assist them with the management, preservation, and transfer of wealth. The CASL® designation is Northwestern Mutual’s only approved ‘senior’ designation.

Personal

I was born and raised in New York City, a cultural melting pot surrounded by grit and glamor, thriving with talent, promise, and innovation - not to mention the financial capital of the world. My loving parents, who emigrated from Europe, raised my sister and I in a household with four languages where family traditions were at the cornerstone of our upbringing. With these invaluable traits ingrained in us, I fulfilled my desire to travel the world and gain a global perspective both personally and professionally.

Upon graduating from Queens College with a degree in economics, I dove head-first into New York City’s financial pool. I kicked off my career as a stockbroker shortly after one of the most catastrophic events in modern American history, 9/11. While it was a tumultuous time, it was also a time to revive the economy and reclaim the financial stronghold of our beloved city.

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After being immersed in the fast-paced, often cutthroat world of trading, it became evident to me that I wanted to appeal to people’s needs, rather than their greed. In 2004, I transitioned to Northwestern Mutual where I soon realized that building a relationship-based wealth management practice was the right career choice for me. I could now impact my clients’ lives directly while achieving personal fulfillment.

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Over the years, I grew professionally as an expert in my field and was recognized by Forbes as a Best in State Top Financial Security Professional in 2023 and 2024. This coupled with my longstanding tenure as a member of MDRT, placed me in the top 4% of financial advisors in the industry.  While my career was progressing nicely, there still was something missing in my personal life. That was until my sister set me up on a blind date that would change my life forever. I met my match, Melissa, a beautiful, funny, and talented writer from Massachusetts who also loves to travel.

Although we had different backgrounds, it seemed as though it was always meant to be. She taught me so much about myself that I never knew, and I’d like to think that I rubbed off on her as well. We’ve now been happily married for seven years and have two beautiful daughters that keep us on our toes.  We enjoy traveling to exotic places, trying unique cuisines, cooking, hiking, boating, and skiing as a family.

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