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

Areas of focus

  • Charitable Giving
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Finance, The College of New Jersey, Ewing, NJ 2003

Interests

My wife Meghan and I reside in Cranford with our sons Michael, Joseph and Brendan.

I enjoy going out to dinner, sporting events, and the Jersey Shore.

Having played collegiate basketball I have a very strong interest in college basketball and participating in pick up basketball games.

Community participation

I participate in the Big Brothers Big Sisters chapter in Newark, NJ as a mentor.

My team and I run a holiday gift giving drive every year in Newark, NJ.

I frequently volunteer at the Monmouth County Food Bank.

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top 250 Next-Generation Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2018-2022
  • On Wall Street Top 25 Regional Advisors Under 40, 2018-2019
  • Forbes Top Next-Generation Wealth Advisors, 2017-2018,2020-2021
  • Ameriprise Circle of Success , 2010-2015, 2017, 2019-2020
  • FIVE STAR Wealth Manager , 2012- 2015, 2018- 2019, 2021
  • Ameriprise Chairman's Award, 2016-2019
  • Ameriprise Chairman's Advisory Council, 2017-2021
  • On Wall Street’s Top 40 Advisors Under 40 , 2020
  • Financial Planning 40 Regional Advisors Under 40 Award , 2021

Professional associations

  • LeTip International - Westfield, NJ Chapter-Member

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.