I grew up in Great Neck, New York. From a young age, I always knew that I wanted to be in a service industry helping others. At the age of 12, my father told me to read the Wall Street Journal and find something that interested me. I quickly realized that I wanted to invest in something that was familiar to me, so I invested in IBM, Heinz, and Snapple. Through these early investments, I learned how to track the market and how to build wealth. In high school, I even started saving into a Roth IRA with my part-time jobs.
Once I graduated from high school, I moved to Boston to pursue a degree in finance and insurance from Northeastern University. While in college, I worked on the floor of the Boston Stock Exchange, assisting traders. I’ve also worked for one of the largest private investment firms in the United States.
I graduated with honors from Northeastern University with a bachelor’s degree in finance and insurance. As the son of two teachers, I’ve found my calling in educating others in finance and working tirelessly to help clients achieve their goals. I have the heart of a social worker with the mind of a capitalist.
I understand that each client has a diverse set of needs and goals that they want to pursue. Since 2002, I have been building relationships with my clients to help them save money, reduce taxes, and ultimately make their money work harder for them. I look forward to custom-designing a plan that is right for you!