CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

(310) 721-6017

As a member of the Sequoia Financial Group, I strive to provide the highest level of service to my clients. I approach financial planning from a holistic standpoint, and provide advice, education, and recommendations to clients on a wide range of personal finance topics. These topics include investment management, tax and estate planning strategies, insurance, college planning, debt management, and more.

 

I grew up in Southern California, and played a variety of sports from an early age, eventually competing as high as division I baseball in college. After college, I worked in a number of different industries, including the Hollywood talent agency business, sports television production, and network television advertising sales. I believe that the values and skills I learned through sports and my prior work experience played a significant role in who I am today.

I am currently at the end of my studies to obtain the Certified Financial Planner (CFP) Designation, and believe that lifelong learning is an essential component to all professions.

 

I feel fortunate to be in a position to help people make decisions that will have lasting impacts for decades. I cherish the relationships I have with my clients, and look forward to being an instrumental figure in their lives for years to come.

 

My wife, Lisa, and I currently live in Clifton Park, NY with our 3 kids – Alex, Lizzy, and Ben. When I’m not at work, I’m spending time with them, snowboarding, playing golf, hiking, or anything else that keeps us on our toes.

FUN FACTS:

 

  • I am extremely happy when I am at the ocean.
  • My favorite food is pizza.
  • I love all animals, especially my dog Jack.