Practice Snapshot
How I Help:
Business Planning
Who I Help:
- Individuals
- Families
- Business Owners
- Certified Public Accountants (CPA)
- Attorneys
- Medical Professionals
- First Responders
- Educators
About Me:
I focus my practice on the risk management, employee benefits, insurance, business, retirement and investment planning needs of individuals, families, business owners, certified public accountants (CPA), attorneys, medical professionals, first responders and educators.
Prior to joining Charter Oak, I worked in international banking, and auto sales and service.
Outside of the office, I am a member of the Queens Chamber of Commerce. In my spare time, I enjoy biking, going to the gym, practicing yoga and a good round of golf.
I reside in East Rockway, NY and am the proud father of twins.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
