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

  • Retirement Income Strategies
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Estate Planning Strategies


  • AAMS™ Accredited Asset Management Specialist™
  • CRPS™ Chartered Retirement Plans Specialist™


  • Rutgers University, Bachelor of Science - Management, Newark, New Jersey

Professional associations

  • Financial Planning Association

Previous experience

  • Associate VP, Wells Fargo, Sarasota, FL, 2013-2019


In my free time I enjoy playing tennis and electric guitar.