Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Small Business
  • Saving for Education
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Insurance
  • Retirement Income Strategies


  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance


  • Rutgers University, New Brunswick, NJ, Bachelor of Arts, Economics

Awards & recognition

  • Five Star Wealth Manager, 2022-2023
  • GenFocus Wealth Advisors, Ameriprise Client Experience Award, 2022

Vision Statement

As a financial advisor, my vision is to empower business owners and families to achieve their financial planning goals and attain the freedom to live life on their terms. I am dedicated to providing tailored strategies and sound advice, fostering long-lasting relationships built on trust and integrity. By understanding each client's unique needs and aspirations, I strive to navigate them towards financial independence, paving the way for a secure, fulfilling future that aligns with their values and dreams.

Community participation


I enjoy spending time with my wife, Melissa, and our beautiful daughter, Sofia. I am an avid tennis player, always eager to hit the court and challenge myself. Our family also cherishes our trips to the shore, where we can unwind, soak up the sun, and create lasting memories. As a self-proclaimed foodie, I find immense joy discovering new dining experience and indulging in the diverse culinary scene that the Philadelphia region has to offer. My personal and professional interests are deeply rooted in the community of South Jersey, I call home, and I am committed to making positive impact in the lives of those around me.