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Let's start planning your financial future today



We’ll listen as you explain your needs, dreams, and fears. Then, we’ll create a personalized plan that will help you reach your financial goals.



We work together to implement the plan. We’ll make adjustments along the way and only move forward when you’re ready. Then, we’ll keep you updated on where you stand and adapt the plan as life happens.



I’m here for you whenever you need. Call, text, or email me at any time. Daughter got engaged? Congrats – I’ll help you figure out how to pay for the wedding!


Frequently Asked Questions

Q : How do I choose the right bank for me?

A: There are a number of factors that need to be considered for your primary bank. This ranges from the number of checks you write, how much you’d like to do online, and the range of services you require – from Certificate of Deposit Rates to taking out a loan. We’ll help you decide what’s right for you.


Q : Why should I spend money on a financial advisor?

A: Most commonly individuals seek the help of a financial advisor for retirement planning; however, there’s so much more that they can partner with you on. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with
 my credit card debts from a financial advisor?

A: Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Q : I am already in
 debt. How can I afford a financial advisor?

A: The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a small fee. Remember, getting out of debt can also save you thousands of dollars in interest fees.


Contact Us

Want to better understand how financial advising can benefit you? Let’s discuss your situation and how I can help. Let’s meet over coffee at your local coffee shop – schedule your free consultation today. Coffee is on me, by the way!

PI Capital Management, LLC, is a registered investment advisory firm with the New York Investor Protection Bureau (CRD# 285301).  We tailor our investment recommendations surrounding our client’s financial picture (objectives, goals, net worth, etc.). Past performance is not indicative of future results and we cannot guarantee that any investments will produce a favorable outcome.  Investing in securities does involve risk of loss that clients should be prepared to bear.