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 wealth 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®) professional certification, 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.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CA Insurance License #: 0K75763

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.