Meet Your Advisor

For nearly three decades, I have had the privilege of working with individuals, families and entrepreneurs to grow and protect their wealth and businesses. My focus has always been on integrating every aspect of clients’ financial lives into clear, cohesive strategies that align with their personal goals, tax goals, and comfort with risk.

I began my career as an independent financial advisor with American Express, then continued my independent financial advisor practice with Ameriprise Financial Services before founding Velara Wealth Management to further my vision for personalized, expert financial guidance.

Based in New York City—one of the world’s foremost financial centers—Velara Wealth Management is uniquely positioned to serve clients at the intersection of sophisticated markets and personalized guidance. My practice in New York has deepened my access to leading institutions, tax specialists, estate attorneys, and investment professionals, all of whom contribute to the comprehensive service I deliver. Over nearly three decades, I have cultivated an extensive professional network that spans the financial services industry, allowing me to advocate effectively for clients and connect them with the right resources at every stage of their financial journey. I remain committed to staying at the forefront of the industry through active participation in national financial conferences, attending multiple events each year to engage with emerging strategies, regulatory developments, and the brightest minds shaping the future of wealth management.

I graduated from Purdue University with a dual major in Aviation and Finance, and I hold three professional certifications, CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultation (ChFC®) and Chartered Life Underwriter (CLU®).

I am a proud husband and dad.