After an 18-year career practicing Optometry in New York, I transitioned into the financial services industry in 1994. For over 16 years, I was affiliated with Raymond James Financial Services and later became a founding partner of Capital Wealth Alliance, LLC.

My experience in healthcare instilled a deep appreciation for understanding people holistically—an approach I carried into financial services, where building long-term relationships based on trust and personalized attention became my professional foundation.

In 2023, I stepped away from a licensed advisory role and entered semi-retirement. I now serve as an unlicensed Consultant at Capital Wealth Alliance, where I contribute insights drawn from nearly 30 years in the industry. While I no longer provide investment advice or engage in client-facing advisory activities, I enjoy supporting the team with strategic input and perspective.

Outside of my professional life, I stay active with daily workouts, hold a black belt in karate, and occasionally participate in amateur auto racing. My wife of 43 years often says I never stop finding new adventures—and I wouldn’t have it any other way.