Advisor profile

What you can expect when you work with me

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.

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

Areas of focus

  • Small Business
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Estate Planning Strategies


  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance


  • Bachelor of Science, Finance, The College of New Jersey, Ewing, NJ

Community participation

Food Bank of South Jersey

Toys for Tots

Unite for Her - helping women & men during and after breast & ovarian cancer diagnosis

Board Member of Peggy Spiegler Melanoma Research Foundation (PSMRF)


  • Spending time with my family and friends.
  • Coaching Medford, NJ recreational and travel sports teams.
  • Traveling with my family. We love to visit our regular locations like Ocean City, NJ to surf and play on the beach. We also enjoy exploring outside the country.
  • Sporting Clays and Skeet is my favorite hobby if I have free time.
  • Playing Golf, but only for charity events or a relaxed game with friends. Play with me if you want to look good!
  • Fitness training and Muay Thai Kickboxing.