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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • FINRA Series 6: Investment Company & Variable Contracts Product Representative
  • FINRA Series 7: General Securities Representative
  • FINRA Series 24: General Securities Principal
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • FINRA Series 65: Uniform Investment Adviser Law Exam
  • Life and Health Insurance Licenses

Education

  • Bachelor's of Arts Degree, Rutgers University, New Brunswick, NJ

Previous experience

  • Voya Investment Management - Senior Regional Director and National Sales Team Lead, 2014-2025
  • New York Life / Mainstay Investments - Regional Vice President, 2010-2013
  • Alliance Bernstein Investments - Regional Vice President, 2006-2010

Community participation

Interests

  • Spending time with my Family - My wife Keri and our two daughters Lexi and Reese
  • Offshore Sailboat Racing
  • Downhill Skiing
  • Mountain Biking
  • Surfing
  • Hunting and Fishing
  • Exercise and Fitness
  • Attending Live Music Concerts