As a financial professional I work with individuals, families and business owners to identify their needs for protection, investment and retirement strategies. I focus on the clients goals both for today and the future to advise on plans that enable them to achieve financial security and protection of their assets.
I grew up on Long Island NY, then went to the University of Maryland on an athletic scholarship in Lacrosse and received my BA in Economics. From there I went into the mortgage banking business for the next 28 years in Maryland and Oregon to serve people and families to help them develop wealth in real estate. My wife of 24 years and I move back to my hometown in NY to be closer to my family for the last 3 years. We are now in Thousand Oaks CA where my wife can be closer to her dad who is turning 90 years old and many others in her family. Needless to say family is important to us and why working with families and business owners is so close to my heart. This is why I move my practice from mortgage to financial advisory so that in addition to helping people grow wealth I can also provide the protection products such as life insurance and annuities.