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
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Bachelor of Arts, Economics, Rutgers University

Awards & recognition

  • Cifelli Wealth Management, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • Vice President, Financial Advisor, RBC, 2007-2020
  • Financial Consultant, A.G. Edwards & Sons, 1988-2007