I've been working in the financial services industry for over 36 years. My experience includes retail investment sales, sales program management, and wholesale distribution of mutual fund and annuity products.
A growing part of my practice is focused on helping financial professionals build a generation-resilient business. Approximately $68 trillion is going to change hands from current wealth holders to Generations X, Y, and Z over the next 25 years.* Industry statistics show that 80% of heirs will not stay with their predecessor’s financial professional.* New York Life has developed education and prospect contact tools – indeed, a system – to help a financial professional align his or her practice with the expectations of future beneficiaries to retain and increase assets under management.
I hold a bachelor’s degree in Geography with a Concentration in International Trade and World Business from the State University of New York at Buffalo. I maintain the Retirement Income Certified Professional (RICP®) certification through The American College of Financial Services.
My wife, Amy, and I make our home in Delray Beach, Florida. We enjoy the outdoors, epicurean delights, and travel. We have college-aged twin daughters.
*U.S. High-Net-Worth and Ultra-High-Net-Worth Markets 2018: Shifting Demographics of Private Wealth, Cerulli Associates, 10/2019