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

  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Insurance
45
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, 2021

Previous experience

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