My first role is to my family, Katherine my wife, Kyra my daughter and my two sons Rainier and Xavier. Katherine will kill me if we forget to mention our fur child – Wrinkles. We live in Inwood, New York by the park! When I’m not helping clients with their financial and retirement planning, I enjoy reading, and watching movies. I also enjoy the martial arts, especially Brazilian JiuJitsu where I hold a Purple belt. Additionally, as a battle tested advisor, coaching mid-career advisors on how to introduce a fee based approach to their insurance practice.
As a Financial Advisor, I have been privileged to work with individuals, families and business owners since 2001 to help them simplify their lives and accomplish their financial objectives.
– If you’ve changed jobs and need to look at the stacks of old 401k statements and wonder how to consolidate them?
– If you’ve been thinking about getting your house in order and need a plan of action?
– If you decide its time to set aside some capital from your businesses?
We have the team to help you act.
Education: Bachelors in Finance, Pace University
Favorite Book: The Effective Executive by Peter Drucker
Best Pastime: Reading
Hobbies:Brazilian Jiujitsu
Favorite Song:Scenario by Tribe Called Quest