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

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, 63, 65
  • Life, Accident & Health Insurance with Annuities

Education

  • Bachelors of Science in Business Administration, Fairleigh Dickinson University

Interests

  • Family
  • Community
  • Youth Sports Coaching
  • Golf
  • Fishing

Community participation

Adult Volunteer, Boy Scout Troop 163, Succasunna, NJ

Youth Sports Coach, Lacrosse, Basketball, Soccer, Roxbury Twp., NJ

Awards & recognition

  • Five Star Wealth Manager, 2013-2014-2015-2016-2017-2018-2109

Previous experience

  • Financial Consultant, Charles Schwab, 2007 - 2011
  • Financial Advisor, UBS Financial Services, 2000 - 2007
  • Account Executive, JB Hanauer and Co., 1992 - 2000