Honesty, integrity, and transparency are fundamental principles that guide every aspect of my business. After a decade of working with Wall Street firms and managing $150 million in client assets, it became apparent that the banking industry’s interests and my clients’ interests were not aligned. This drove me to become an independent financial planner, thus allowing me to act as a fiduciary and provide more thoughtful approaches to each of my client’s specific needs.
A worthwhile planner understands the nuances of each client and their behavior regarding money. This relationship is about more than how much money is in an account. It requires knowing and understanding who my clients are. Therefore, I have acquired a deep knowledge of behavioral finance and I implement these philosophies into all client interactions. My goal is to reduce stress around money and build my clients’ confidence in their financial plan. This increases the odds of success through retirement. Remember, a financial plan is only useful if one has the tools and confidence to maintain course.
As a CFP© (Certified Financial Planner) professional, I am held to the highest industry fiduciary and ethical standards. This sought after designation comes with thorough knowledge assessments, background investigations, and continuing education requirements.
When I am not at the office, I enjoy being with my wife, Katie, and together we love skiing, mountain biking, camping and just about anything outdoors. We are involved in the Italian American Civic League. Additionally, I am proud to be an Eagle Scout.