CFP®, CDFA®, AIF®
Enjoying quality moments with my wife, Jordan, our adorable puppy, Gunnar, and cherished family and friends
- Reading and podcasts
- Following my favorite NY sports teams
Areas of Focus
- Retirement Planning & Income Strategies
- Comprehensive Financial Planning
- Tax Planning Strategies
- Wealth Preservation Strategies
- Investment Management
Awards & Recognition
- Five Star Wealth Manager, 2022, 2023
- The George Washington University, BBA – International Business, 2014
- Series 7, Series 66 held through LPL Financial, Life & Health certification
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CDFA® Certified Divorce Financial Analyst®
A Certified Divorce Financial Analyst® is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met certain requirements to earn and maintain the credential. The purpose of the AIF® Designation is to assure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Wealth managers do not pay a fee to be considered or placed on the final list of year 2022 & 2023 Five Star Wealth Managers.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states:AZ, CA, CO, CT, DE, DC, FL, GA, ID, IL, IN, IA, MD, MA, MI, MN, MO, NH, NJ, NY, NC, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA.