About me

As a Financial Representative I run my own Financial Planning Practice here in Midtown, my mission is to guide individuals and families toward financial security and success. As a son of immigrant parents, I understand the unique challenges that come with building a future in a new country. That's why I am passionate about helping families and driven individuals navigate the financial system and achieve their version of the American Dream.

With a B.B.A. in Corporate Finance from Queens College, I also take pride in giving back to my fellow alumni and community by providing financial education and strategic planning. Whether you're a young professional tackling student debt, a newlywed planning for a home and/or family, or a retiree focused on estate planning, I am committed to offering fiduciary guidance tailored to your goals. No matter where you are in life, I am here to help you make informed decisions, build wealth, and secure your future. Let's start the conversation and create a financial strategy that works for you!

Feel free to reach out to set up a quick conversation, I'd love to be a resource for you now or in the future.

Here are my areas of expertise

Financial Planning

Education Planning & Funding

Tax-Efficient Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo