Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Charitable Giving
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Springfield College, Bachelor of Science Business Administration

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

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