I grew up on Long Island and attended Syracuse University. After graduation in 2002, I decided to make Upstate New York my home and became an advisor after graduation. I currently live in Manlius with my wife Lauren and Daughter Alyssa. The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide them through the process utilizing the knowledge and resources that I have. Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.
"Why did I become an advisor?" It was a great opportunity to help others achieve their dreams.
"Why did I join Cypress?" The opportunity for our firm to help more people in Upstate New York and throughout the country through idea sharing, collaboration and teamwork.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
California Insurance License #: 4119176
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.