My journey has taken me through a life-long path of continuing education including earning my MBA in Finance and Accounting from Fordham University and a post-graduate certificate in Retirement Planning from the Wharton School at University of Pennsylvania.
Along the way I earned industry recognized professional credentials including:
- Certified Financial Planner®
- Chartered Financial Consultant®
- Accredited Investment Fiduciary®
My dedication to public service led me to serve on my town Planning Board and then becoming elected to my Town Board, where I drafted adopted Local Laws for Ethics and Regulating Cell Towers.
My passion for professional development has led me to previously serve as the former president of the Society of Financial Services Hudson Valley Chapter and as a member of the Hudson Valley Estate Planning Council. More recently here in Florida, I am a member of the Indian River Estate Planning Council.
Along the way I served on the Board of Directors and Finance Committee of RUPCO, a not-for-profit affordable housing agency in the Hudson Valley. My wife Deb and I enjoy a beautiful life with our two dogs Birdie Bee and River, with lots of fun hiking and splashing on the beach!
