Who We Are

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. ... Read more. Read less.