My journey in financial guidance and advice is deeply personal. It all began when I worked for a small business that didn't offer retirement benefits. At the time, I didn't know enough to start IRAs, even though I was always a good saver. My uncle, who has been a guiding light in the industry, helped me gain the knowledge I needed, and this experience sparked my passion for helping others with their financial journeys.
I specialize in life insurance planning, as well as 403(b) retirement plans for Long Island, NY school districts, and after-tax and non-qualified savings. I enjoy assisting a wide range of clients, from young savers just starting to invest to those inheriting an account from a loved one. My roots are in Lindenhurst, NY, a town where I grew up and still call home. I started working as soon as I was old enough, always saving diligently, but unaware of investing and retirement planning. After all, how many teenagers worry about saving for retirement?
Family is my foundation and my greatest wealth. I'm part of what we affectionately call The Four Kid Club. My wife, Lola, and I have four wonderful children: Nicky, Emma, Scarlett, and Ellie. My free time is filled with family activities, and I have the joy of coaching two travel soccer teams: the U15 boys and the U13 girls. Volunteering with the Lindenhurst Soccer League and serving on their Board of Directors is incredibly rewarding. We are avid beachgoers, spending summers playing beach volleyball at Cedar Beach in Babylon, NY. Lola and I also enjoy socializing in a monthly bowling league with close friends.
I hold Series 7, Series 66, and Life, Accident, and Health (LAH) licenses, which enable me to provide comprehensive financial solutions. My personal experiences and professional expertise drive my commitment to support and guide others in achieving their financial goals.