As a Financial Advisor at Precision Wealth Solutions, I specialize in assisting clients in assessing their financial needs, cultivating a client-specific financial plan, and implementing and managing that plan over the client’s entire investment life cycle. I am proud to provide my clients with a variety of financial services, including investment management, life insurance needs analysis, retirement income planning, financial planning, education planning, and estate planning. I most enjoy cultivating relationships with all of my clients and their families. I am the type of person who is always looking to sit down and hear a person’s particular story, and I believe that the best feeling is standing up after a client meeting and knowing that we have begun the process to get to a brighter financial future.
I have served in the financial services industry for over 7 years. Prior to working at Precision Wealth Solutions, I worked at Bank of America and Merrill Lynch and also attended Baruch College in New York City. Over the course of my career, I have received the Series 7 & 66 securities licenses, and I am also licensed for life and health insurance. My continuous motivation comes from the feeling I get knowing that my clients are able to rest easy at night knowing that their financial lives are being handled with care and superior white glove service. I am inspired by the fact that the industry and environment are always changing, and each day is a new adventure.
I currently live in Yonkers, New York, with my wife, Samantha, and our baby daughter, Juliette. I come to work with a smile on my face knowing that I have them in my corner and that they support every decision I make with pride. Aside from the market, I am a sports fanatic – you can always catch me watching a game at home or in the stadium. I also enjoy regularly hosting my friends and family at my home, where you can find me at the barbecue grill.