Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies
  • Investment Management
  • Estate Planning Strategies
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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 licensed

Education

  • BA, The College of New Jersey, Ewing, New Jersey
  • MBA, Seton Hall University, South Orange, New Jersey

Interests

I am an avid reader of various non-fiction novels. I also enjoy history, live music, and cooking.

Community participation

  • Masonic Lodge

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018, 2019, 2020
  • Ameriprise Circle of Success, 2014, 2015, 2016

Previous experience

  • Financial Advisor, Merrill Lynch, 10/1977-07/2012