In my 30 years as an Investment Consultant, I have boiled the investing process down to a simple formula; Goals – Plan – Portfolio.
Goals – The first and most important thing is to get a complete understanding of your most cherished goals – what and who you’re investing for.
Plan – Next, we figure out how much you are going to need in order to achieve those goals and which asset classes have historically been most likely to produce the returns you need to achieve them in the time allotted. My mission in life is to help people make the right kind of plan and be a successful investor.
Portfolio – Finally, we create a diversified set of specific investments within those asset classes – a portfolio. Then it becomes a matter of monitoring your portfolio and helping you stay on track to successfully pursue your goals.
I hold and maintain the following:
FINRA Series 7
FINRA Series 63
FINRA Series 65
FINRA Series 9
FINRA Series 10
New York State Life Insurance
State University of New York Bachelor of Science in Music Business
FINRA registrations held through LPL Financial.
Since 2016 I have been an Investment Consultant and Program Manager for Financial Quest a subsidiary of Seneca Savings. Prior to joining Financial Quest, I spent 11 years at Janney, Montgomery, Scott LLC. I started my career in 1992 with Tucker Anthony.
I have been married to my best friend Andrea since 2019. Most of all I enjoy spending time with my family which immediately consists of my wife, three adult children, Brenden, Kylie and Jacob and three grandchildren, Ophelia, Harrison and Theodore. In my down-time I enjoy reading, playing drums, learning guitar, golf, the Buffalo Bills and building an extensive music collection.