Our Team
I bring over 30 years of experience in the financial industry, helping clients design balanced portfolios and personalized financial strategies. Since 1989, I’ve served as a Financial Advisor to both individuals and institutions, guiding clients toward their financial goals — whether it’s planning for retirement, funding education, securing the right insurance, or creating a lasting legacy.Before joining Janney in 2021, I worked with Morgan Stanley/Smith Barney, Wells Fargo Advisors, and David Lerner Associates. My career began at Citibank, where I interned as a financial advisor while earning my B.S. in Business Administration.I am committed to providing thoughtful, customized financial advice and comprehensive portfolio management, always delivered with integrity and exceptional service.That same commitment extends to my community. I currently serve as Co-President of the Montvale Chamber of Commerce and am Past President and an active board member of the Park Ridge Rotary Club.Outside the office, I enjoy playing pickleball and attending New York Giants games. My wife, Rose, and I live in Montvale, NJ, and also enjoy spending time in Tampa, FL. Our daughter, Sara, is a mental health counselor in Tampa, and our son, Jake, works with Blackstone.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
October 01, 2026
223a00a0-bd8f-4ef0-9a8e-f9172ad1af12id=1106400.pdf
October is here, and as a Giants fan, I’ve already been reminded of one of the most important rules of financial planning: always have a backup plan. Apparently, that applies to quarterbacks too. With Jaxson Dart sidelined for the rest of the regular season, my football optimism has taken an early hit. Fortunately, I’ve learned over the years that both investing and being a Giants fan require patience, discipline…and occasionally a very strong sense of humor. As we head into the fourth quarter of 2026, it’s also a good time to make sure your financial game plan is where it needs to be before year-end. Enjoy the fall, have a Happy Halloween, and as always, give us a call if there’s anything we can help with. Go Giants…somebody has to say it!
Click link for our October Newsletter
https://www.broadridgeadvisor.com/pdfservice/223a00a0-bd8f-4ef0-9a8e-f9172ad1af12id=1106400.pdf
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.