Retire Your Way Dream it, plan it, live it.

I was born and raised in Long Island, New York, to a hardworking middle-class family, where I grew up with old-school traditional values, including an extreme work ethic, respect, dedication, accountability and always keep your word to others. I owe all and any success in my life to my parents and grandparents, as they have served as the recipe for me in helping my clients throughout my career in the financial services industry. These values combined with a passion for mathematics, solving problems and teaching, are what led me to the financial services industry. In preparing for the financial services industry, I obtained my undergraduate degree in economics and a graduate degree in financial planning. After 25 years, I have carved out a reputation for helping my clients achieve their personal and financial objectives, always being there for them when needed, as well as alleviating their most pressing concerns. The process I employ to help my clients begins with listening intently to what matters most to their families and what concerns them most, then applying my education, training, state-of-the-art tools and resources, and many years of experience. It is a unique, holistic and 3D view methodology of planning where I can create a personalized strategy.

My leisure time is enjoying time with my family, my two sons, golf, traveling, volunteering with St. Jude Hospital and my passion for the Boston Red Sox (sorry, Yankees fans!)