Who We Are

I have spent boiling-hot & humid summer days erecting the skyline of the greatest city in the world. I have been frozen to my bones working on the Verrazano in winter. I have been 5 stories below the streets of Manhattan, and I have welded on the roof at Hudson Yards. As a Union Ironworker for Local 40, I have had the honor and privilege to work with the best, in the most demanding environment, to build the infrastructure that serves the greatest city in the world.

The Union men and women that build the things we all take for granted make America great again every day with their efforts. All Union men and women deserve the very best advice when it comes to navigating the complex financial world of today. I am dedicated to the success of every Union member in every Local in every state in these United States. The visions of the American Dream that live in the hearts of every Union member (and their kids!) are the very soul of America. The pursuit of your happiness is a total positive for America!

-I’ve worked on the Bayonne Bridge, Verrazano Bridge, Brooklyn Bridge, Manhattan Bridge, Williamsburg Bridge, 59th St Bridge, Triborough Bridge, GWB, Fulton St. Drawbridge, Throggs Neck Bridge, and the Whitestone Bridge.

-I’ve erected steel at multiple NYC high schools, the WTC PAC, multiple Hudson Yards towers, 30 Rock, the Waldorf Astoria Hotel, JP Morgan Chase HQ tower, the Disney NY HQ, the Gansevoort Hotel, Trevor Day School, Baruch College, Monaghan Train Station, Penn Station, Holland Tunnel Tolls, Lincoln Tunnel Port Authority Police HQ,, and the NFL Experience Times Square. Off the top of my head…

City skyline with tall skyscrapers, including One World Trade Center, under a clear blue sky with the sun shining brightly. Private Economist Wealth Advisor Financial Advocate Insurance Planning

What We Believe

Get in touch today to discuss how our expert consultants can provide tailored solutions to drive your economy forward. Our dedicated team is ready to assist with any inquiries and ensure your consulting needs are met with precision.

We are dedicated finance professionals: personal financial advocates, committed to helping you achieve your vision of the American Dream through tailored wealth-building strategies and personalized support along your journey.

The core values that guide our decisions and actions:

1) Competence - If competence isn't number one, what are we even doing here? We need to do things intelligently and with due consideration of the wisdom of the past and the market economic conditions of the present.

2) Efficiency.

3) Making a Difference - immortality is achieved by making your community stronger, which is achieved by making individuals stronger around you.

4) Responsibility - If it needs to get done, it will be done.

5) Dignity - We believe everyone deserves a level of dignity that satisfies their need for self-respect, and helping make sure people don't outlive their resources makes a huge impact in the quality of their later years. This also means giving each individual the respect and freedom to share the unique vision and goals of their American Dream.

6) Value - We want our clients to get the most value for the least cost and this means first, and foremost, understanding what matters to our clients and what doesn't, what makes them unique where maybe we can get a little more benefit without any pain perceived at all.

Skyline of New York City with tall skyscrapers, including One World Trade Center, seen across a body of water with boats in the foreground. Private Economist Wealth Advisor Financial Advocate Insurance Planning

What we do

-As your private economist, I'll champion your financial success - even if you are your own worst enemy. We'll consult with the expert Advisors at CFS, llc to help you find your market risk tolerance and your time horizons, then we’ll work together to maximize your returns using the investment vehicles suitable for you.

-Your private economist is your personal financial advocate. A champion dedicated to maximizing the total economic output of an individual entity - a person, family, company, or any other entity.

-Comprehensive financial planning unlocks the full potential of your cash flow while the expert analysis and strategic guidance provided by our team at Certified Financial Services gives you the actionable solutions needed to improve your position automatically, while setting you up so that making additional lifestyle allocations require your consideration, decision, and deliberate action. It's exactly that basic, but it works 100% of the time when implemented effectively.

Skyline of Manhattan cityscape during sunset with tall skyscrapers and the Hudson River in the background. Private Economist Wealth Advisor Financial Advocate Insurance Planning

Contact us

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