Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • Series 7, Series 63, Series 65 licensed

Education

  • The Catholic University of America, B.A. in Finance, 1999
  • Seton Hall Preperatory School 1994

Community participation

Interests

While my family is far and away my biggest interest these days, there are some things I try to do if I am able. I enjoy playing golf when time permits and I am always looking for people to join me. I am a member at Brooklake Country Club in Florham Park, NJ. I enjoy traveling when possible, especially to see live music. I have attended the New Orleans Jazz & Heritage Festival many times because it combines 4 of my favorite things, regional food, travel, music, and a cultural experience. I try to do as much as I can in my hometown of Florham Park, NJ.