CERTIFIED FINANCIAL PLANNER™ professional
I was a senior finance major at Hofstra University and I was faced with a difficult decision, what should I do with my knowledge to impact people’s lives? I researched careers from Wallstreet Investment Banking to corporate finance. I realized I wanted to use my skills and drive to help the people that needed help the most, individuals and families who need some help with their money and investing.
Fast forward 9 years and I am still doing what I love with an amazing group of clients at a company I own. As I pursued my passion, my thirst for knowledge grew strong and I know I wanted to do more. I invested my time outside of business and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015.
In 2016 Byrke Sestok and I founded Rightirement Wealth Partners as independent financial planners. Through six years of financial planning, I learned how valuable time is and how necessary it is to offer clients the best advice without any company pushing products on me or my clients. This led us to create Rightirement Wealth Partners.
I truly cherish and appreciate all the relationships I have made with my clients over the years, from seeing clients get married to clients first children being born to retirement parties. I have also been there for my clients through the bad times, from relationships that didn’t last to the loss of a loved one. Every step along the way my motivation is for my clients to worry less about money concerns, “How will we pay for this?”
In 2018 I had the best year of my life, marrying my best friend and now wife Marie. We live in Norwalk, Connecticut a town I have loved since childhood. It is great to be a member of this community. Marie and I both love cooking and baking, always trying new healthy diets while enjoying food and wine. I love working out at the gym and fantasy football in my off time, when I take a step back from building our business I hope to get back into my love of cars.
Whether your goal is to buy your first home, dig out of education loans, have a successful retirement, or just make smarter money moves I want to help you make the best decisions with your money. As a Board Member of the Financial Planning Association and Estate Planning Council, I have developed a network of well-vetted professionals to help you buy a home or protect your family for example. I am current President-Elect of the Greater Hudson Valley Chapter of the Financial Planning Association. If you have questions or want a consultation please contact me, there is no charge to learn about what I can do for you.