He brought his sister, Michelle, on as a partner in his Wealth Management practice a few years ago and, since then, they have taken their passion of environmental consciousness and the ocean to the next level by focusing on serving closely held business owners of environmentally conscious companies.
He lives in Boca Raton, FL with his partner, Breanna, for most of the cold months and spends the rest of the year in NY/NJ/CA and traveling the world by land and yacht. He loves to travel, golf, fish, dance and keep healthy and fit. He currently also serves as a committee member of Oceanic Global, inspiring people to care for the ocean and provide solutions to protect it.