I consider myself extremely fortunate because of the relationships that I have built with my clients. I get to work with people every day that I care about.

 I am passionate about helping my clients plan financially. I am focused on their wellbeing, and my mission starts with insight, vision, energy, and communication. It’s about humanizing planning and taking the complex strategies and simplifying them. I want to make sure that people really understand what they are doing and can make the best possible decision.

Early in life, I learned that in order to have something nice in life, you must work hard for it. My parents came here as immigrants looking for a better opportunity for their children. They taught me that anything is possible if you plan for it, and I share the same mindset with everyone that I work with. Studying Computer Information Systems at Stony Brook University has elevated my creative thinking, which allows me to evaluate the modern and traditional way of thinking and share ideas and concepts unique to a client’s plan.

I am married with three young boys. Life is very interesting, and I love it. Family means everything to me. I enjoy the beach, traveling, and food.