I began working in the financial services industry in 1993. My focus is on developing strategies for high-net-worth individuals, their families and their businesses to help them pursue their short- and long-term financial goals.
My approach to wealth management is consultative and I am committed to excellence. First, I take the time to listen to and review client financial situations, preferences and goals. Second, I offer recommendations for asset allocations designed to address each client’s income and growth goals. Third, I follow up with discussions covering a wide range of opportunities including investments, retirement, estate planning services and philanthropy.
I am a member of the Consulting Group at RBC Wealth Management. I can build and manage customized investment strategies and implement investment portfolios as well as provide traditional advice and guidance. I hold the Certified Plan Fiduciary Advisor designation. This designation demonstrates knowledge, expertise and commitment to working with retirement plans. Advisors who earn their CPFA™ demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. In addition, while working on the institutional fixed income desk at PaineWebber, I gained extensive experience and knowledge working with fixed income on an institutional level.
I earned my bachelor’s degree from The University of Arizona. I passed the Series 7 and 63 exams and hold insurance licenses.
My wife, Beth, and I have been married for 25 years and have made our home in Cold Spring Harbor, New York since 2007. We have two children, Jack, who works at an asset management firm, and Nancy, a student at the College of Charleston. We belong to Lloyd Neck Bath Club and are members at Huntington Country Club where we are avid golfers, tennis and paddle players.