Before founding Schupak Financial Advisors, I worked in a corporate environment for over 10 years. I worked through numerous facets of finance including: financial planning & analysis, tax, insurance, accounting, debt financing and treasury.
As my corporate career picked up steam, I realized that my passions were elsewhere. I found myself drawn to personal investing, retirement planning and money management. Unfortunately, I witnessed people close to me fall prey to a ponzi scheme, which only solidified my desire to enter the financial services industry and help people secure their financial future. All of this, accompanied with an entrepreneurial spirit, led me to launch Schupak Financial Advisors.
I am passionate about what I do and truly care about the clients I work with. I’m patient, detail orientated and enjoy teaching others. Being left brain dominant, I have a love for probability and numbers. I enjoy reading the latest white paper publishing’s on investing and appreciate the variety that comes with each financial planning engagement.
Outside of work, I love to spend time with my wife. We are avid skiers and she has spread her travel bug to me over time. I strive to always eat healthy but burgers and pizza occasionally get in the way. I’m a big NY Jets fan, otherwise a casual sports fan. I’m always up for a game of chess, basketball or a round of golf.
