As a partner on Riehl, Dinar & Associates, the team works closely with a select group of diverse business owners and professionals to help you achieve results that align with your goals. Turning your financial ambitions into action helps you care for your family and secure your legacy. Whether your needs relate to retirement income planning, trust and estate services, engaging in philanthropy, or the sale of your business, the team is here to help you support the people and causes you care about most.
After earning a M.Sc. in Finance and MBA in Management, my career in Financial Services began in 2008 at Lehman Brothers. A move to Wealth Management occurred in 2019. The change provided an opportunity to best utilize my experience and a passion for portfolio management. It also created the opportunity to provide you with a vast menu of offerings to help you pursue virtually any financial and associated lifestyle goal.
I am based on Stamford, CT and reside in Fairfield, CT with my wife, Melissa, son, Anthony, and dog, Callie. In my spare time, I enjoy traveling, reading and watching UConn basketball.
We at Riehl, Dinar & Associates work with a select group of diverse business professionals and owners to achieve clear and outstanding results. We problem solve with our clients to turn their financial ambitions into action so they can take care of their family and secure their legacy. This is accomplished while providing an exceptional client experience centered on transparent, personalized, and actionable steps to address their short term challenges and long term goals.
Financial Plans don't have to be overwhelming . If you haven't made one yet, the best time could be right now. A personalized financial plan can provide strategies designed to help your assets last th...
Quality of life in retirement begins with good health — both physically and financially. If Medicare may be the anchor of your healthcare coverage plan once you reach age 65, it's important for you to...
Women have a lot to celebrate. They've made strides in key areas in recent years — from earning more college degrees and holding higher-paying jobs to starting their own businesses and living longer....
Financial wealth may introduce significant challenges for ouples,especially if wealth arrives suddenly or unexpectedly.
At Riehl, Dinar andAssociates, we work with families and have met a multitude ...
Join us 2 weeks before the tax deadline on April 1st at 11:30 AM ET to learn how to better understand taxes and uncover potential opportunities. There are many factors to consider that can potentially...
Equity markets and the global economy are transforming. There is a clear rebalancing taking place, which we believe is likely to result in another bull market advance. However, this time around it may...
Equity markets and the global economy are transforming. There is a clear rebalancing taking place, which we believe is likely to result in another bull market advance. However, this time around it may...
Many think of Alternative Investments as only available to a small, select set of clients. At Merrill, we have a different view. When used as part of a well-diversified investment approach, they can ...
Many think of Alternative Investments as only available to a small, select set of clients. At Merrill, we have a different view. When used as part of a well-diversified investment approach, they can ...
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
