Getting Started
We all start somewhere. Getting where we want to go requires incredible focus, energy, sacrifice and the right partners. My hope is that I can join your team and partner with you to help achieve your goals. It starts with a phone call.

How We Work Together
Our first discussion will focus on understanding what's important to you. We then use an established process to build personalized strategies and partner with you throughout your life to help keep your goals on track. By focusing on what is important to you, our goal is that you feel understood.

Experience and Background
With over 30 years of business experience, I know what it’s like to pour your heart and soul into your work. I've worked with Fortune 100 companies, franchises and dozens of startups.

I spent my early years at Boeing, Aldus, Adobe and Microsoft. My interests in the arts led me to New York City where I led several technology and operations teams through startup and pre-IPO phases.

Following the dot-com crash of 2000 and in the aftermath of 9/11, I built and led the technology and team for what is now in New York City. Part Store grew to $70 million in revenue before being acquired by Best Buy. I also built the databases for Harrods of London and (now WebMD).

As a previous CEO, I’ve turned around organizations in multiple fields. I ran an angel investment network and worked with hundreds of business models, startups and accredited, individual investors.

I enjoy working with new investors as well as seasoned investors. It's never too early and it's never too late to start working together. Trust is earned. My goal is to continually earn your trust.

Outside of work
I serve the Kiwanis club as VP, the Independent Salary Commission as vice-chair, the CenterStage board and as a member of the Arts Commission. I enjoy TaeKwonDo, sports, fitness (esp. Peloton!) and theater. My (amazing) wife and I are raising three daughters!

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Personal Fitness
  • Technology
  • Sports Enthusiast
  • Football
  • Taekwondo

Office Information

Office Hours

Office Hours
Mon 08:30AM - 08:00PM
Tue 08:30AM - 08:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 08:00PM
Fri 09:00AM - 08:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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