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
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
  • Estate Planning Strategies
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies


  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • LUTCF® Life Underwriter Training Council Fellow℠


After 40 years in the financial services industry I have learned the importance of striking a balance between planning for the future and enjoying the present. It can be cruising the Danube, or as simple as enjoying a new local restaurant, we are never too old to broaden our horizons. I have been a life long runner, having completed the Marine Corps Marathon. I enjoy playing tennis, long walks around downtown Princeton, shows at Mc Carter Theater, and Sunday dinners with my grandchildren, Alex, Kai, Evan and Milo.