Our Team

Our team enjoys the challenge of helping individuals and firms make financial decisions related to Estate Planning, Retirement Planning, College Planning, Insurance and alternative Investments.

Our team enjoys the challenge of helping individuals and firms make financial decisions related to Estate Planning, Retirement Planning, College Planning, Insurance and alternative Investments.

Here’s what a typical day in my life would look like:

Jump starting Life

My day begins at 6 a.m. and I habitually mediate for 30 minutes. Meditation for me has proved to be very beneficial as it helps me keep focused at work during the day. I started this practice last year and it has definitely reaped several benefits in my personal and professional life.

I always drive into work which is 30 minutes away. I prefer to head out early to avoid the rush hour and arrive at work by 8:00 a.m. Mornings are always spent checking email, VM, reading the Wall Street Journal, watching the news and getting geared for the Market to open. Three out of five mornings involve conference calls/meetings with our economists and analysts to discuss the latest report on the economy and the market.

I spend time reviewing my clients’ portfolios and make it a point to update them personally about their accounts and the market news. For me picking up the phone and having a conversation with my local and out of state clients or even meeting my local clients during the course of the day stands high on my priority list as compared to sending a bi-weekly email giving them updates.

My first and foremost function is to help increase and protect my clients’ wealth and I believe a large part of my success depends on my ability to educate my clients’ about risks and various possible scenarios so that they don’t harbor unrealistic expectations.

Afternoons are mostly spent tying up loose ends or preparing for an early evening or dinner meeting with current or potential clients. I’m a people person and enjoy meeting people and learning about the different wakes of life that they come from. I believe knowing more about my clients’ thinking on various matters helps me establish financial goals for them.

I always take a break at 5 p.m. and tend to go to the gym at least 3-4 times a week. Working out always makes me feel more positive and helps unleash stress that may have built up during the day and this in turn keeps me going at work for another couple of hours.

My life isn’t the typical 9-5 experience nor is it the crazy rush to get a presentation out the door after 5 p.m. I would say it’s something in between and at the end of the day which could vary from being 8 p.m. to 9 p.m. I love coming home to my wife and knowing I’ve just spent another day working in the best interest of my clients’ to help increase and protect their assets so they can sleep better at night.

interesting people

I like to meet interesting people, but most importantly knowing about where they come from and their background. I really enjoy having lunch with clients and prospects; this gives me an opportunity to learn about their businesses. Since most of my clients are very successful, I like to learn from them and in that way I understand their needs.

I spend the next hours making several phone calls arranging meetings for the week with clients and the team of specialists to fully accomplish all their objectives, in other areas such as estate and tax planning and premium financing.

At the end of the day I enjoy working out at the gym, or sometimes I rather play different sports outside.