Principal & Wealth Manager
What sparked your interest in financial planning?
I started delivering newspapers around my neighborhood when I was 10 years old. One day, the newspaper announced that they would be increasing the cost of the weekly delivery from 90 cents to 1 dollar. Several of my older customers would give me a dollar to include a 10-cent tip. However, I can still recall the reaction from many elderly neighbors of the cost increase. Living on a fixed income and having to navigate inflation was difficult for many of my neighbors. Some cancelled their newspapers while others were embarrassed that they could not provide a 10-cent tip. I realized that planning was essential, and I could help others by planning for their future and their retirement.
What is the best career advice you received?
My dad, a successful business executive, taught me early the importance of finishing every task or job with your full attention and ability. Working hard even on small matters will have rewards both personally and professionally.
Where did you grow up? Where do you live now?
I grew up in Bellmore, NY which is on the south shore of Long Island near Jones Beach. After college I lived in Manhattan, before moving to northern New Jersey. Recently, we have moved to the Sarasota region of Florida.
What’s a destination in the world that you aspire to visit?
I have enjoyed our river cruises that we have taken in Europe, but my aspirational trip is a river cruise in the Amazon jungle. Hopefully, soon.