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

Areas of focus

  • Small Business
  • Retirement Planning Strategies
  • Saving for Education
  • Wealth Preservation Strategies
  • Insurance
  • Intergenerational Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Social Security Retirement Benefits
  • Investments
  • Estate Planning Strategies


  • CRPS™ Chartered Retirement Plans Specialist™
  • APMA™ Accredited Portfolio Management Advisor™
  • 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

Board Member of Peggy Spiegler Melanoma Research Foundation (PSMRF)

Food Bank of South Jersey - our employees and clients come together to give back at the food bank every November


  • Playing Golf. Usually for charity events or a relaxed game with friends.
  • Muay Thai Kickboxing. Competed on amateur level in 2001 and currently participate to stay in shape.
  • The Philadelphia Eagles. I enjoy attending games whenever possible. Go Birds!
  • Sporting Clays and Skeet.
  • Spending time with my family - Cole, Adalyn, and my wife Carly.