Have your plans for retirement changed lately? Do you know how much money you’ll need each month in retirement? Has your employment situation changed? Have you thought about your insurance needs? By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.

I strive to make sure my clients feel heard and that I understand their unique story. I focus on helping my clients understand the investment world in terms they can understand, so they know why I suggest a specific strategy, what to expect from it and how much it is going to cost.

I enjoy working with people who are serious about their finances, understand the value of working with an advisor and do not want to take on this responsibility by themselves or trust a robot or algorithm to know what's best for them and their family.

Financial markets challenge us all. Tax laws change, the economy goes through cycles and global events affect our investment outlook. Ill be there with you through it all to help ensure we are making smart, well-informed decisions that make sense for you and what's important to you.

Relationships are key, and I believe that meeting face to face builds strong relationships, even if the face to face is on a screen. We meet when and how it’s convenient for our clients because we recognize the challenging demands of their lives. Let's start the conversation at [email protected]. I look forward to the opportunity to serve you and your loved ones.

A little about me personally: I'm a father of two wonderful children and husband to the best wife and mother. My wife was raised right here in Forest Hills and I'm proud to call it home since 2019. My wife and I both served in the Army, enjoy participating in local community events, meeting our neighbors and most of all, spending time outside with our little ones.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Military Professionals & Veterans
  • Business Retirement Plans
  • College Savings
  • New Investors

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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