I have been engaged in the financial services industry since 2002, and together with the integrity and diversified resources of Equitable Advisors, am fully prepared to accommodate all of your financial planning needs.
The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide them through the process utilizing the knowledge and resources that I have.
Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.
Having come to the Syracuse area to attend Syracuse University and deciding to make Central New York my permanent home, I have developed a strong sense of community here in the Syracuse area. My community activities and professional affiliations include:
CA License #4119176
I reside in Manlius, NY with my wife Lauren and daughter Alyssa.
California Insurance License #: 4119176
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.