With over 37 years experience in financial services, I’ve lived through both good and bad markets. I have seen firsthand how patience and a well-designed plan can help people endure volatility and stay on track to pursue their goals. As my clients’ personal financial advocate, I love talking to people and creating meaningful relationships that span decades. All of my clients have my personal cell and can call me at any time.
I started my career in financial services in 1985, but my interest in investing started much earlier. When I was 10, my parents encouraged me to invest my paper route money into a mutual fund, and I was hooked. I even had a lemonade stand and cut grass to make money. In my extensive career, I have:
- Worked on Wall Street and in the World Trade Center
- Lead a regional bank’s broker-dealer
- Written two books
- Worked for a regional firm
- Founded my own firm in 2002
- Worked as a newspaper columnist
- Hosted radio shows and podcasts
And I don’t plan on retiring any time soon. I hope to continue to grow and stay in my career for as long as possible. I truly believe that there is nothing I would rather do than be a financial planner.
Outside of work, I am equally ambitious and active. I enjoy tennis, road cycling, gardening, guitar, and traveling the world. I’m also a voracious reader and will read anything in sight. I am a widower and currently engaged, am a proud father of four and grandfather of six (so far!)