As President of Precision Wealth Solutions, I specialize in providing financial services for members of law enforcement and first responders. I strive to assist my clients with investment management, retirement planning, and many other aspects of financial services while also managing the firm as a whole. While there are many attractive features of working in a job I am passionate about, I most enjoy working with law enforcement because they are on the front line each and every day. In light of that, helping them achieve peace of mind is very gratifying for me. I strive to be readily available to all of my clients and I consistently practice a strong understanding of their individual needs.
I have served in the financial services industry for over 23 years. Prior to becoming President of Precision Wealth Solutions, I worked for a variety of companies in the financial field, including John Hancock, Waddel & Reed, Voya Financial Advisors, and Royal Alliance. Before beginning my career, I attended New York University and later Harvard Graduate School. I always had an interest in finance from an early age. I saw first hand with my own family how sound financial advice could positively impact a family, and it inspired me to do the same for others. I believe I have a great relationship with each of my clients – we are always listening to their ideas and concerns, and after hearing them out, we uncover, plant, and implement solutions.
I currently live in Eastchester, New York, with my wife, our two children, and our dog. When I am not servicing clients, I love spending time outdoors with my family, and we frequently travel upstate to do all kinds of activities together. Although I grew up on the water in Bayville, New York, I ironically fell in love with the mountains, and I try to get out and explore them every chance I get.