I have a 30 year financial services background preforming various tasks. I have held roles in institutional block trading, risk management, financial advisory, retail banking and now supervisory position. I spent a total of 21 years at Smith Barney and Lehman Brothers. More recently 7 years at JPMorgan and the last 2 years as an advisor at LPL Financial. I hold the following Licenses: Series 7, 63, 66 and 24 along with insurance licenses.

I gained a great deal of satisfaction in my career as a financial advisor. It was extremely rewarding to be able to help people – and it some cases dramatically change – their lives for the better.

As a Supervisory Principal, my role is to assist the advisors in staying compliant with the always changing regulatory environment. My success will help the advisors have long and productive careers for themselves and their families, while assisting countless people reach their financial goals.

I am passionate about of my sons’ successes regarding their careers and becoming productive contributors to society. More importantly watching my sons become considerate and generous young men.

Nothing inspires me more than seeing someone who has had serious obstacles put in their way whether it be social economic issues, physical or mental issues and succeeded in accomplishing their goals.

Favorite quote: “A goal without a plan is just a wish”
Favorite food: Spaghetti and meatballs
Favorite film: Cool Hand Luke
Team: New York Giants