20 YEARS OF EXPERIENCE

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

• Investments Management
• Retirement Income Strategies
• Tax Planning Strategies
• Insurance Services
• Estate Planning Strategies
• Charitable Giving

Interests

Outside the office, I love spending time with my wife and two sons. We like to travel to our favorite spot in Maine and warm places in Winter.  We are busy with kids sports and all enjoy swimming, golf and tennis.

We support many charitable causes, like Bivona Foundation, Center for Missing and  Exploited Children, and Legal Aid Society.

My favorite thing to do is help people live a good life, educate their children and have a wonderful lifestyle in retirement.

Qualifications

• CRPC® Chartered Retirement Planning Counselor
• APMA® Accredited Portfolio Management Advisor  

Education

Bachelor of Science - Business Management, Rochester Institute of Technology

CRPC conferred by College for Financial Planning.