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
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments
  • Christian Financial Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • Montclair State University - Bachelor's Degree

Community participation

  • Habitat for Humanity
  • King's Kid's Youth Program
  • Soup Kitchens
  • Bible Studies

Interests

  • I love to travel. New Zealand, Australia, France, Spain, Italy, Indonesia, Morocco, Zambia, England, Brazil, Japan, Zambia, China, Peru, Dominican Republic, Bermuda, Croatia, Guatemala, Mexico, Canada, Greece, Philippines, Norway, Ireland, Hong Kong, Colombia, Argentina and Ethiopia.
  • My favorite thing to do is to spend time with family & friends.
  • I love New York sports teams, movies, reading, history & music.