I am a seasoned financial advisor with more than a decade of experience in helping investors reach their goals. I want to understand what's most important to you. I utilize an established process that allows me to build personalized strategies to help you achieve your goals. We will partner together for the rest of your life to keep you on track. I am happy to say that my business is more than just a job - it's a chance for me to fulfill my passion of improving the lives of families and businesses in our community. Focus: Investment Strategies, Retirement Saving/Income Strategies, Estate and Legacy Strategies, Entrepreneurs and Business Owners, Employee Stock Options I started investing for myself as a teenager and have been passionate about finance ever since. After receiving my undergraduate degree and MBA, I worked on Wall Street and have been on the NYSE floor. I worked at 2 World Financial Center for an investment bank, where I became a senior portfolio advisor. I was educated on IPOs, exposed to private equity deals and worked on CMBS offerings. I then transitioned to a firm in mid-town Manhattan, where I managed a practice. I live in Englewood, NJ with my wife and two children. I also own properties in Newport, RI, where my family and I enjoy visiting. Some of my hobbies include, sailing, skiing and triathlons. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals. Please contact us to discuss your situation and options.