I develop long term relationships with my clients and base them on integrity and commitment to them, their families, friends and businesses. Our initial work together is the coordination and integration of all aspects of their business and personal finances. My role is to provide professional counsel to all financial aspects of the client. My goal is to provide my clients with the financial confidence necessary to maximize efficiency and effectiveness in achieving great success, wealth and financial freedom.
As a practicing attorney and financial services professional with over 19 years experience, I am uniquely qualified to assist my clients with all aspects of financial estate planning and business succession planning.
As a father of a child with special needs who suffered from a neuromuscular disorder, I am well versed and have a heartfelt commitment to assist families who require special needs planning.
I currently reside in Yorktown Heights, NY with my wife Michele, our daughter Emma and our dog Ike.
Specialized Services:
- Estate Planning
- Retirement Planning
- Pension Design and Administration
- Cash Flow Analysis
- Insurance planning and Design
- Family Business and Succession Planning
- Executive and Group Benefits
- Special Needs Planning
Professional Organizations:
New York State Bar Association
—Committee on Issues Affecting People with Disabilities
—Estate Planning Section
—Elder Law Section
National Society of Financial Services Professionals
—Estate Planning Section
National Association of Insurance and Financial Advisors
Million Dollar Round Table
Community and Charitable Organizations:
- Chairman, National Board of Directors, Families of Spinal Muscular Atrophy
- Greater New York Chapter, Families of Spinal Muscular Atrophy
- New York City Area, Muscular Dystrophy Association
- Chairman,Town of Yorktown, Board of Ethics
- Town of Yorktown, Group Home Committee
Education:
Yorktown High School
New York University, Bachelor of Arts, Political Science and History
Brooklyn Law School, Juris Doctorate
Designations:
- Juris Doctorate
- Admitted to Practice Law in the State of New York
- —United States District Court, Southern District of New York
- —United States District Court, Eastern District of New York
- Retired Income Certified Professional®
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA Insurance License Number - 0I56639.
Not practicing Law for Guardian or its subsidiaries or affiliates.