Why are you passionate about what you do? In other words, why do you do what you do?
I love working with individuals and families to help create plans that allow them to reach their goals and live their best lives.
What are your day-to-day duties? How do you interact with clients?
I work with clients on creating short and long-term financial goals. I like to start by identifying what is already in place and discussing where we can potentially add value moving forward both to protect and grow current assets. I believe the focus should always be on how we can be better off in the future rather than dwelling on what we might have done wrong in the past.
What is your education and previous work experience?
I graduated from the University of Notre Dame with a BA in Marketing and have an MBA from Georgetown University in General Management. Before joining Lumiere, I was a Financial Advisor with Northwestern Mutual and worked as a Retail Brand Manager for Sports Illustrated, Time, Money, Golf, ad Fortune magazines.
What are your designations, registrations & licenses?
I have my SIE, Series 63, Series 65, and Series 7.
I have insurance licenses for NY, NJ, CA, IL, MI, SC, and KY.
Are you affiliated with any organizations, either professionally or personally?
I represent The Village of Baxter Estates (NY) on the Manhasset Bay Protection Committee
What do you like to do outside of work? Tell me about your hobbies, family, volunteer work, etc.
I am a huge college and professional sports fan and enjoy playing golf, tennis, and skiing. I live in Port Washington, NY with my wife Jessica and daughter Marissa. I am a proud theater and lacrosse dad.