Advisor profile


My approach

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Small Business
  • Family Finances
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Business Financial Advisor

Education

  • Pennsylvania State University, BS Marketing, 2007

Interests

  • Big Family Dinners, Golf, Skiing, Traveling

Community participation

  • I joined the Northern New Jersey Penn State Alumni Association to stay connected with other alumni and to support the University’s mission of teaching, research, and service.
  • I teamed with the American Red Cross with our Community Connections program to help drive fundraising efforts.

Professional associations

  • I joined the North Jersey Regional Chamber of Commerce to become more active with other professionals in our community. Within the chamber, I have become very active in hosting events where we partner with fantastic charitable organizations such as
  • I organized a group of business professionals that meet weekly to discuss what is happening in their business, build solid business relationships, develop strong presentation skills and become proficient networkers. This allows me to build a network