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My financial services career started in 1986 at E.F.Hutton. A year later, after experiencing the ‘87 crash, I realized the importance of creating portfolios that can guard against the unforeseen. I was with Dean Witter/Morgan Stanley for 18 years before transferring to UBS in 2007. I received my bachelor’s degree from Marist College (New York) and my Certified Financial Planner™ designation through the Denver College of Financial Planning.

Prior to my financial services career, I was a basketball and baseball player and coach. I embraced the lessons of drive, discipline and determination to perform at various levels. I also learned the importance of having a plan to accomplish one’s goals. I was diagnosed with non-Hodgkin’s Lymphoma in 2003, underwent an aggressive treatment and have been cancer-free for over a decade. I thank those same teachings that I learned in sports for helping me to overcome that challenge. My wife and I reside in Ridgewood and have a teenage daughter who has engaged in an acting career and a son who is a varsity hockey player. I love to play a little golf whenever I can and relish my time at the lake.

• Forbes Best-in-State Wealth Advisors, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.