Advisor profile


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19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChSNC® Chartered Special Needs Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • 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

Awards & recognition

  • Ameriprise Circle of Success, 2021

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

Community participation

Interests

It should go without saying that I enjoy any free time with my wife, three kids and of course Seton Hall basketball!!

I am a persistent and lifelong advocate for Special Needs Families. I specifically enjoy helping them realize their loved one’s potential to plan for independent living. 

I love spending summers in Sebago Lake Maine & Lavallette New Jersey, traveling with my family, going to a concert, making our famous red wine at Grape Expectations and eating at the amazing local Morristown New Jersey restaurants!

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.