I'm a native New Yorker with a B.A. in Philosophy.
I think. Cogito ergo sum.
I've helped a variety of working professionals in big tech, streaming media, and diversified computer systems where I've been responsible for delivering everything from investment portfolio design to financial planning integration.
I'm also the founder of Hilpan Moxie - a tech-friendly RIA firm with a niche practice.
As a tenured advisor (since 2007) for Big Tech employees, I collaborate with software engineers, managing directors, and tech recruiters to:
(1) minimize taxes;
(2) accelerate growth;
(3) align investment decisions with smart goals - so they are specific, measurable, achievable, realistic, and time-oriented. .
I connect with my audience across different mediums, including interactive visualizations that empowers client engagement and transforms financial jargon into relatable and compelling stories.
Beyond my practice as a CERTIFIED FINANCIAL PLANNER™ professional, you can find me teaching Catechism at St. John Neumann, traveling with my wife and two daughters, and enduring more than twenty-five years of bleeding the orange and blue #Knicks.