I have been serving the financial needs of professionals, business owners and their families for more than 33 years, continuously striving to develop long-term relationships with the objective of helping my clients understand and realize their long-term financial goals. I accomplish this by providing a comprehensive approach to financial planning, estate and tax planning, wealth accumulation, retirement planning, risk management and more.
As your life and your needs as an investor evolve, so will your vision for the future and your risk tolerance. With that in mind, we will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.
Based on what I learn about you and your goals and our analysis of how the current financial markets may affect those goals, my team and I will design a customized investment portfolio based on recommendations made solely with your best interests in mind. Thereafter, we will take the time necessary to explain our recommendations. Once you are comfortable with your new plan, we will put it into action, making sure to review its progress relative to your objectives for opportunities to adapt to life changes and new goals.
Raymond James offers my team and me extensive resources – supporting our ability to serve you in all areas of the financial spectrum. It is my sincere desire to not only place you on the best path toward your goals but also to ensure that you feel the confidence that you deserve.
I began my career in financial services in 1986 at EF Hutton and spent 22 years with Smith Barney and 11 years with UBS. I received my Bachelor of Science degree in accounting from Wilkes University and I currently live in Sherman Oaks with my wife, Gabrielle. Our two children, Kelsey and Mollie, live in New York City and Boulder, Colorado, respectively.