For over 20 years my passion has been to work with financially successful individuals & families, and the advisors who serve them.

I have a diverse educational background and hold degrees in computer science, business, and psychology. After earning a Bachelor of Science degree in computer science and business from St. John’s University, I pursued a career on Wall Street and earned his Series 7 and 63 licenses. I then returned to school and received a master’s degree in counseling/theology from Trinity International University.

Continuing my education, I earned a doctorate in family systems from Seton Hall University, during which time he interned with the New York Giants football team. My dissertation research focused on wealth management family teams. I also hold a certificate in family wealth advising from the Family Firm Institute and a certified professional coach designation from an International Coach Federation.

I wish I could say that I planned on using my family psychology and counseling degree in conjunction with the financial services industry, but I can’t. It was a perfect marriage of education and a couple decades in the global financial services industry that has brought me to where I am today. And there is no where that I would rather be then sitting at a kitchen table or a board room conference table with my clients discussing the important matters of life, family, and wealth.

One of the things I’m most proud of is my work with the Urban Hope Ministry where I sit on the board. If we are blessed to have resources, then we’re also blessed enough to be able to give and share them with others. To those whom much has been given, much is expected.