I’m a Senior Wealth Advisor for the East End Financial Group. I created this space to help higher net worth business owners and retirees navigate the complexities of investing, saving for, and living comfortably in, retirement.
I've spent 25 years working in the investment and financial planning profession. My purpose is to bring value to clients over and above the traditional investment advisor model. And, to give you back the time you spend worrying about and planning for investing and retirement.
When I'm not working with clients you'll find me trying to lower my golf handicap! I'm also a volunteer firefighter with East Hampton Fire Dept and belong to the Long Island Chapter of the Financial Planning Association.
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