As Financial Advisor, I’m dedicated to helping individuals and families navigate their financial journeys with confidence and peace of mind. With a deep background in investment management, retirement planning, and income and estate protection, I focus on creating personalized strategies that empower my clients to achieve the retirement they’ve envisioned; one filled with joy, financial security, and freedom.
My career in financial services spans over three decades, with leadership roles at well-established firms, where I built and led high-performing advisory teams. During my time in management, I found my passion for guiding both clients and advisors toward financial success. Now, I’m proud to apply that experience directly to the clients I serve, helping them protect their wealth, optimize their retirement income, and plan for long-term care.
Originally from Long Island, NY, I relocated to North Carolina in 2008 Over the years, I’ve built a fulfilling career centered around helping people make informed financial decisions. At this stage in my career, my greatest reward comes from providing sound advice to individuals who have already achieved personal and professional success, ensuring their financial future aligns with their life goals.
Outside of work, my wife Jill and I enjoy spending time with our three daughters. Gabrielle runs her social media marketing firm, Michella works as a sports broadcaster, and Nicolette is completing her studies at the University of Georgia. When I'm not working, you can find me watching sports, traveling, or supporting my daughters in their endeavors.