Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Employee Stock Options
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Estate Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Charitable Giving
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 63 and 65
  • Life, Accident and Health Insurance Licenses

Education

  • Bachelor of Science, Finance, 2003, Seton Hall University
  • Master of Administration, Leadership and Management, 2006, Seton Hall University
  • Education Specialist, EdS, Education and Leadership, 2008, Seton Hall University

Interests

It should go without saying that I enjoy any free time with my wife and three kids!

I am a persistent and lifelong advocate for Special Needs Families. I specifically enjoy helping them realize their loved ones potential for independent living in their son or daughter's "place called home." My roots in financial planning and in growing up immersed in the world of special needs has motivated me to serve this niche.

I also like to boat at the Jersey shore, make wine at Grape Expectations, saltwater fish, exercise at the gym, eat out at the many amazing local Morristown restaurants, or simply visit a beach with family & friends.

Community participation

Special Olympics New Jersey

Awards & recognition

  • Five Star Wealth Manager, 2013

Previous experience

  • First Montauk Securities, Registered Associate, 40 Wall Street, New York, NY - 2003-2005
  • Fortress Wealth Management, Associate Financial Advisor, Fairfield, NJ - 2005-2008

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.