To help clients develop a clear set of goals that encompass all aspects of their financial lives and then execute on strategies that transform those goals into reality.
My career at AXA started in 2005 and now spans over twelve years. Over that time I've helped clients weather the 2008 market crash and subsequently take advantage of the bull market that followed. What I've learned is that much of successful asset accumulation can be attributed to managing investor psychology (logic vs. emotion), and being smart about understanding and taking advantage of the tax system.
Managing risk is equally important. Protecting your family in the event of premature death or disability, mitigating the effects of the next market crash, and navigating retirement in a world where pensions are rare and longevity is often a double edged sword, has never been more critical.
It all starts with a fifteen minute initial conversation to discuss where you are today, where you'd like to be tomorrow, and how we may be able to help you get there.
On this site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan. You'll also find calculators that will help you assess your current and future needs.
I hold an MBA in Finance and Accounting from the William E. Simon Graduate School of Business Administration and a Bachelors Degree in Economics from the University of Rochester . I also maintain the Series 7, 66, and 24 FINRA securities registrations, as well as life & health insurance licenses. In January of 2011, I was promoted to Vice President and now oversee a team of financial professionals.
I reside on Long Island with my wife Ani, dog, and cat. In my spare time I work with Operation: Heal our Heroes raising money and awareness for veterans' mental health treatment.