I advise professionals, entrepreneurs and small to mid-size organizations on financial planning, investment strategies and insurance. I have specialties in sustainability / ESG, group benefits and charitable / philanthropic solutions.
I enjoy helping clients reach their wealth management, retirement, education and employee benefits goals while maximizing the positive impacts their investments and charitable giving create in the world. I am also gratified to serve on two local nonprofit boards and committees. My clients have ranged from individual entrepreneurs and professionals to the Fortune 500, including several financial services companies.
I live in the beautiful Hudson Valley with my wife, daughter, and Beagle, and am often seen hiking, running, and biking around the region – after which you may find me relaxing at a local winery, holding a glass of the region's "signature" Cabernet Franc.
