There is a passion behind what I do as a financial planner
Growing up in NYC, my parents had a home in Jamaica Estates- Queens and we had a summer home in Sag Harbor, Long Island. My father returned from WW2 to his position as an accountant at the Long Island Carpet Cleaning Company with the intention of purchasing the business.
My mother was a stay at home mom raising my older brother and me.
While enjoying time at our summer home in Sag Harbor my father experienced a sudden heart attack and died leaving my mother, brother and me (age 7) without a financial plan. Within a period of one to two years my mother had to sell our 2 homes and move the family into a small apartment.
My goal is to help ensure my clients that they will never experience what I did as a young boy after my father passed away.
About Me
I entered the financial services industry in 1990 after my family sold our business, a company manufacturing electronic components (microwave filters) for telecommunication systems. After gaining experience both as a stockbroker and insurance agent working for large corporations I left corporate America to establish my own financial planning firm.
My wife and I live in Richmond, Virginia. We are proud grandparents to two wonderful grandsons. I am a season ticket holder to the Barksdale Theatre, Richmond Forum, and member of the Virginia Historical Society, Lewis Ginter Botanical Gardens, Virginia Art Museum and I believe in supporting local artists and businesses in Richmond. I enjoy exercising, golf, gardening and traveling. I also served in the United States Naval Air Corps and was assigned to a Patrol Squadron (VP-50) of P-3s and was honorably discharged in 1979.