My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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20
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
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investments

Education

  • Montclair State University, BS in Business Administration w/Concentration in Finance

Awards & recognition

  • Ameriprise Client Experience Award, 2024

Community participation

I volunteer at least Bi-weekly with New York City Relief providing food and resources to poor and homeless people in the greater NYC area that are struggling to find hope, and a brighter future. I became involved in this organization because I believe everyone matters, and we have a chance to show love in a tangible way.

Interests

Camping and Hiking

Fishing and Kayaking

Playing Chess

Casual Time With Family and Friends

Traveling

My photos

1 albums
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