Focus: Insurance Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Group Benefits, Financial Education, Business Owners, Business Succession Planning, Risk Management Strategies, Estate Planning
Knowledge is the key to a successful financial future. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. As a Financial Professional I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs
Drawing on my knowledge, experience and world-class tools, I help build financial freedom for my clients. I am committed to building a long-term relationship with my clients, and helping them reach their goals, is my number one priority.
I graduated from Baruch College with a Bachelor of Arts degree in finance and utilized that over a twenty-year career. I started on Wall Street with Wolverine Trading, a well-respected proprietary trading firm in multi asset products, ranging from equities and commodities to derivative strategies. In 2006 I became partner of GS Energy Partners and built a firm that continued to expand into multi asset strategies expanding the overall profitability of the firm.
I live in Massapequa with my lovely wife Danielle and three wonderful children. As a father of three, the aspect of community and the programs my children are involved with, are important to me. I am an active volunteer coach with the Catholic Youth Organization (CYO) AND Massapequa Little League. When not coaching, I like spending my time fishing or golfing.
Baruch College – Bachelor of Arts in Finance
Affiliations & Memberships
Security Traders Association of New York (STANY)
Catholic Youth Organization – Volunteer Basketball Coach
Massapequa Little League – Volunteer Manager/Coach
I am licensed to sell Insurance Products in the following jurisdictions:
New York, Tennessee, and Texas
FINRA Licenses – Series 3, Series 7, Series 63 and Series 65
Insurance Representative of Massachusetts Mutual Life Insurance Company (MassMutual) and affiliates * Springfield MA 01111-0001 Registered Representative of and securities products, investment advisory and financial planning services offered through MML Investors Services, Inc. a MassMutual subsidiary * Supervisory Office: 6800 Jericho Turnpike Suite 202W Syosset NY 11791 (516) 364-4203. Center for Wealth Preservation, Gary Ranftle, General Agent.