Financial Planner
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.
My Family
Like many, my family is my rock and the source of my strength. I draw inspiration from my wife; my biggest fan and most ardent supporter. I start and end each day with a smile from my daughter, which acts as a sort of rocket fuel for my business. Finally, I have a constant companion and best friend in our dog, Ella.
My work, at it's core, is to assist you in financially protecting the people that matter most to you, not only in the midst of tragedy but for all the years and even decades after. My family is protected, let me help you protect yours.
Lending a hand in my community.
As a proud volunteer firefighter in the state of New York for 20 years (elected 3rd Assistant Chief 2 years ago) I'm very aware how precious life can be and how quickly things can turn. I believe it best to be prepared for sudden changes and I assist my clients in preparing themselves for life's unexpected turns.
Community Involvement
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.
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.
Here are my areas of expertise
Financial Planning
Life Insurance Strategies
Retirement Planning & Income Strategies
Disability Planning
Multigenerational Planning
Business Risk Management
Estate Planning