Transparency, educating, and a deep understanding. That’s how I partner with my clients to build an ideal financial roadmap —in a fully customized fashion. I love working with founders. I have the utmost respect for any founder or executive of a business. There are a select few who can handle the ...more

Transparency, educating, and a deep understanding. That’s how I partner with my clients to build an ideal financial roadmap —in a fully customized fashion. I love working with founders. I have the utmost respect for any founder or executive of a business. There are a select few who can handle the emotional, stressful rollercoaster that comes with building a business. Being involved in a business sale can be as stressful as it is exciting. Before and after a sale we help our clients with extensive personal planning. This ensures they can maximize their wealth in what can be for many a once in a lifetime event. Oftentimes, this can result in millions of dollars saved on taxes with the right planning. We also help identify the big question which many founders are too busy to think about: ”What’s next?” However, along the way we want to build a relationship and help you get there. We can act as an extension of the team for many founders and executive teams. We do this in a number of ways… 1) Key introductions to trusted partners (e.g., accountant, corporate attorney, investors, bankers). 2) Education and guidance at every business stage, leveraging our experience that comes with years of working with founders and executives across all verticals. 3) Utilizing our in-house expertise to provide fresh thinking and insights on big questions that touch businesses across your focus and industry. Professionally, I have almost 15 years of capital markets experience and spent part of my career as a trader for a large investment bank, working with some of the biggest asset managers in the world. I am also a CFP® certified, which gives me a deep knowledge of the full spectrum of building a wealth plan. Perhaps more importantly, the designation requires all holders to act as a fiduciary at the highest level. Coming from fairly humble beginnings, I have always appreciated the value of a dollar. Integrity, working hard, and achieving your full potential were values instilled in me from the outset. These have been constant pillars in my life, and I don’t know any other way to operate. Today, I work to build a transparent, empowering relationship with each and every one of my clients as I partner with them to achieve their goals and dreams. Personally, I love sports, live music, spending time with my wife and 3-year-old son and being active in the community. I currently serve on two boards—The Young Professionals Board for the Urban Justice Center and the board of directors of New Yorkers Against Gun Violence.less