I deliver advice, knowledge, solutions, and service to enable you to live a financially confident life. I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy. I partner with you to anticipate and solve financial problems to make your life easier and more secure. I help you optimize your financial situation by capitalizing on opportunities, dealing with uncertainties, managing risk and anticipating challenges. My areas of focus include retirement planning, insurance protection, investment management, education funding, and estate conservation strategies.In addition, I give you the knowledge and information you need to make informed financialdecisions with confidence and serve as your advocate, working with your other trusted advisors to bring the pieces of your financial life together. QUALIFICATIONS• Over 11 Years in the Financial Services Industry• Holds the Series 6, 7, 63, and 65 Securities Registrations• Licensed to sell Life, Accident, and Health Insurance*RECOGNITIONS• 2010 - John Hancock - ACE "Achieving Client Excellence" Best in Class• 2012-SIGNATOR INVESTORS, INC.- Qualified for the MIllion Dollar Round Table (MDRT)• 2017 - MassMutual - Leaders Conference PROFILE• Graduated from the University of Colorado and completed the Leeds School of Business program• A Member of the New York Road Runner Association (NYRR), the United States Gold Association (USGA), and the Intranational Game and Fish Association (IFGA)• Enjoys fishing, running, golfing, and skiing• Resides in Katonah, New York with his wife and their two sons