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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CLTC® Certified Long Term Care

Education

  • Springfield College, Bachelor of Science Business Administration

Community participation

· Head Coach Fair Lawn Under 11 Select Soccer Team

· Assistant Coach Fair Lawn Under 13 Select Soccer Team

· Coordinator 5thand 6thGrade Recreational Soccer Program

· Prostate Cancer Patient Mentor

· Fair Lawn All-Sports Board Member

· Coach Fred - Motivational Speaker

Interests

  • Being a great Dad and loving my wife
  • Shared experiences with family and friends
  • Seeing the children I coach grow
  • The thrill of the mountains in winter and making turns on my skis
  • Heading out to fish in the early morning