When I entered the financial services industry in 1991, I remember the advice I was given by my grandfather, a 50+ year veteran of this business. He told me that trust is the most important factor people use when choosing a financial professional. And, that advice has been the cornerstone of my business ever since. As a financial professional with Equitable Advisors since 1995, I pride myself on the level of customer service and support I provide to my clients. Once I have a thorough understanding of my client's needs and goals, I develop a program to help them work towards achieving these objectives. Every step of the way, clients are kept informed of their progress toward those goals and adjustments are made from time to time as situations warrant.
Committed to this industry, I have passed the rigorous coursework and required examinations to earn my CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter and Chartered Financial Consultant professional designations through the American College. Additionally, I am a Silver Knight of the MDRT Foundation, and a Life & Qualfying Member of the prestigious Million Dollar Round Table (MDRT), the industries' premier association of financial professionals.
I currently reside in Commack with my wife, Michelle, and two daughters.
CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.