I am married to my lovely wife, Shannon of 25 years.  We have 4 children together that always keep us on our toes!  Shannon and I met while I was studying abroad in Great Britain and we have been inseparable ever since.  

I grew up in Garden City, NY.  I started my career in Financial Services back in 1993 right after I graduated college.  My first stop was as a mortgage backed securities broker with Garvin Guy Butler.  In 1996 I moved to the floor of the New York Stock Exchange, where I worked as a phone clerk and broker for K.G.B. Securities until I bought the firm in 2002.  I was one of the youngest independent floor officials at the time.  I merged the firm with Cuttone & Co. In 2006 and became an equity sales trader on the floor until 2012 when we moved to North Carolina. My father was my inspiration to join this industry and fortunately for me he brought me under his wing and taught me the ropes.  He was a great man that taught me many things not only about business but also about life.  One of the greatest principles he ever taught me was that in order to succeed in this business, you must earn the trust of the people you work with.  This trust is earned through listening, understanding, and treating everyone with respect.  He would always say that God gave us two ears and one mouth for a reason.  That one always stuck with me.  I can still hear his voice saying that to this very day.  He has since passed, but the principles he instilled in me have never wavered.  With this business we take on great responsibility.  And a large part of this responsibility drives me to stay at the forefront of the latest strategies and technology to ensure my clients have the best opportunities to make educated and informed decisions on their financial future.  After conducting business the "old school" way for over 25 years, having the ability to meet clients virtually has transformed my business and even more importantly, it has transformed my client's experience.  Running a virtual practice makes for great efficiency allowing me to be in front of my clients more than ever before.  Reducing the "wind-shield" time so that we can focus more on what matters most has been most beneficial.  As an educator first, I truly believe in helping educate people on sound retirement planning principles.  In order to make one of the most important decisions of your life, you must have confidence.  Confidence is only built through education and trust.  These principles I hold most dearly to everything that I do.   

Godspeed,