While investing decisions should not be dictated by taxes, you definitely need to consider how they ultimately can help grow or reduce your wealth. Our team incorporates the tax implications of your financial decisions to make the most efficient plan for you and your family.
Founder, Advisor
“I founded Lake Road Advisors to help people just like you take the confusion and anxiety out of financial planning.”
I earned a B.A. in Economics from Marist College and an M.B.A. from New York University. Then I spent 13 years working on Wall Street with Morgan Stanley, first in the Private Wealth Management Division and then in the Institutional Equities Division.
In 2009, I became the father of twins, and in 2011, our third child arrived. By this time, the aggressive Wall Street lifestyle had lost its appeal. I had a solid career path, but I wasn’t seeing my family enough and living the lifestyle I truly wanted. Ultimately, I decided I wasn’t willing to sacrifice my family life for a fast-paced career.
In 2012, my wife and I made the decision to put family first and move to Upstate New York. We landed near the only place I had been able to slow down, Keuka Lake on Lake Road. A few years after moving here, I became a CERTIFIED FINANCIAL PLANNER™. Then in 2016, I founded Lake Road Advisors to help other people simplify their lives, just like I did.
I’m proud to offer a simpler, more transparent method of financial planning services than most other advisors. It’s my goal to help families and small business owners feel less stressed about their finances so they can slow down and enjoy the most important things in life.
After all, charting a path to reach your goals shouldn’t be stressful. It should feel exciting and rewarding. When you think about the dreams you have for your future, you should feel happy and confident.
Together, we will plan the route to get you there.
Associate Advisor
“I enjoy building relationships and helping people simplify their financial lives.”
I earned a B.A. in Economics from Binghamton University. This was where I first developed a passion for personal financial planning. From there, I spent 15 years working for prominent companies in the financial industry, including. Och-Ziff Capital Management Group (now Sculptor Capital Management), The Blackstone Group, and Highbridge Capital Management.
During my time at Och-Ziff, I helped build and oversee a treasury operations team that was responsible for optimizing how the firm managed their cash and borrowed from banks. As the firm grew to $48 billion in assets under management, I was selected by the partners of the firm to move to London and oversee an operational build out.
After working abroad, I decided to prioritize family life and return home to New York to work at The Blackstone Group. During my time there, I oversaw a cash management team and published a white paper titled, “Managing Cash in a Rising Rate and Increasingly Complex Regulatory Environment.” Following The Blackstone Group, I held a leadership position at Highbridge Capital Management before joining Lake Road Advisors full time in 2019.
I’m proud to have joined Paul’s work at Lake Road Advisors because I believe in the values and approach of the company. When problems seem complicated, especially regarding finances, there’s usually a simple solution. I enjoy helping my clients find that solution—and making it easy for them to understand.
Like Paul, I also believe in prioritizing family and well-being. When you organize your finances and map out a plan, you can reap the rewards of living a simpler, better life. I hope I can help you move in this direction, too.