Personal

Family is the single most important aspect of my life. While health and financial success are paramount, I would not be able to fully enjoy life without my wonderful family!

The activity or past time that I look forward to and cherish most is boating with my father. When I visit with him in Florida we always have a great time and I get to catch up on one of my favorite hobbies.

Whether I'm skiing in out west with my friends or basking in the sun on the back of the boat, I'm a happy camper.

 

Professional

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.

 

Associations and Memberships

  • Founder and President of Page One Networking, New York City and Melville, NY
  • Founder and Managing Member of RIFA, Restaurant Industry Financial Association
  • Member of The Long Island Association of Insurance and Financial Advisors
  • Member of The New York State Association of Insurance and Financial Advisors
  • Member of The National Association of Insurance and Financial Advisors
  • Member of The Huntington Chamber of Commerce

 

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:

Sunrise Association

Sunrise Day Camp-Long Island is a proud member of the Sunrise Association, whose mission is to bring back the joys of childhood to children with cancer and their siblings worldwide. Sunrise accomplishes this through the creation and oversight of welcoming, inclusive summer day camps, year-round programs and in-hospital recreational activities, all offered free of charge.

Here are my areas of expertise

Business Employee & Executive Benefits Planning

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Investment Planning & Strategies

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