Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Insurance

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BS from Monmouth University, NJ
  • MBA from Philadelphia University, PA

Awards & recognition

  • DFG Financial Group, Ameriprise Client Experience Award, 2020, 2021
  • Five Star Wealth Manager, 2018, 2019, 2020, 2021, 2022, 2023

Previous experience

  • Signtor Investors, 2010-2015

Community participation

  • Member of the Princeton Mercer Regional Chamber of Commerce