President, Neoni Wealth Strategies
After spending 20 years on Wall Street, I was able to change careers in 2009 because of careful financial planning; I applied that expertise to my career as a financial adviser. Over those 20 years of working in the trading environment, I gained a wealth of knowledge and experience, which helps me tremendously today. I use my experience, when speaking to my clients, to explain what I went through and what I would have done differently today. I conduct in-depth conversations with my clients and cover all aspects of income tax-free and tax-deferred investments to make sure they have full knowledge of what to expect when it comes to retirement. I help them devise an asset-management plan and execute that plan to maximize efficiency and minimize their tax burdens by utilizing a range of investment options.
I have been married for over 24 year years and have two beautiful daughters. My oldest is going to be a “firstie” at West Point where she plays lacrosse, and my youngest will be starting her junior year at Holy Cross. I am an avid sports fan and have coached my daughters in soccer and lacrosse. I played lacrosse for the University of Delaware, and so use my knowledge and experience to help the next generation of players by coaching boy’s lacrosse in Mahwah, NJ. I also enjoy playing golf and skiing in my spare time.
Back Office Support
Chief Operating Officer
Compliance, CL&R Specialist
New Business Director