My Background
Business Experience
Parness Financial Services, Inc. 2018-present
Ameriprise Financial Services, Inc. 2011-2018
Janney Montgomery Scott 2006-2011
UBS Financial Services 2002-2006
Education
University of Miami 2002
Financial Planning
LIU CW Post 1993
Bachelor of Arts
Awards and Recognition
Ameriprise Circle of Success
- 2014
- 2016
- 2017
Janney Montomery Scott Achievers Club
- 2007
My approach
A unique and disciplined approach
Whether it’s a long way off, fast approaching, or already a reality, you have dreams and goals for your retirement. I will work with you to ensure you have a roadmap that takes your entire financial picture into account and adapts to your changing needs. Nothing is more gratifying than seeing my clients achieve a confident retirement.
ABOUT ME
There are a wide variety of passions in my life. I am an avid sports fan and love my Boston Redsox, Boston Celtics, Boston Bruins, NY Jets and the University of Miami Hurricanes! I have been practicing Brazilian Jiu Jitsu at the Matt Serra BJJ Academy on Long Island and the Renzo Gracie Academy in NYC for the past 10 years. Teaching Jiu jitsu, cooking and traveling are also hobbies of mine.
FAMILY
I am blessed to have four wonderful children. Matthew 17 will be attending LIU Post in the Fall of ’18, Megan 15 is a soccer star, Maya 14 is a future Lawyer and Jake 9 is going to be a power forward for the Celtics! My beautiful wife Lisa and I have our hands full on the weekends!!