My Approach

Live life brilliantly.

What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Spending time with my four grandchildren
  • Taking trips to Vermont to ski and visit family
  • Active member of Greentree Community Church
  • Lifelong Pittsburgh Steelers fan

Community Participation

Member of Greentree Church, Treasurer of Atlantic Cape Community College Foundation Board

Experience

? 23 ? 96 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • Stonier Graduate Degree in Banking, Rutgers University, 1985
  • B.A., Business Administration, Grove City College, 1974

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