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
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CIMA® Certified Investment Management Analyst®

Education

  • Bachelor of Arts, Economics. University of Maryland 1990

Previous experience

  • Investment Advisor, Merrill Lynch, Pierce, Fenner & Smith, East Brunswick, NJ, 2004-2021
  • Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith, East Brunswick, NJ, 1997-2021
  • Financial Advisor, McLaughlin, Piven, Vogel Securities, Inc., New York, NY, 1992-1997

Community participation

I enjoy supporting Embrace Kids Foundation, New Brunswick, NJ for pediatric cancer treatment and research.

Interests

I currently reside in Freehold, NJ with my wife, Sandy, children, Jonathan, Gabriella, Natalie and dog, Ollie. I enjoy spending quality time with my family and friends. I coach middle school tennis, and my hobbies include playing soccer and chess.