Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet 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

  • Investment Management
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • College for Financial Planning, CRPC 2008

Awards & recognition

  • Pio Costa & Associates, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2013-2024
  • Pio Costa & Associates, Ameriprise Client Experience Award, 2022

Previous experience

  • Financial Advisor, R.Seelaus & Co. Summit NJ, 2009-2010
  • Financial Advisor, TD Banknorth Investment Group. Totowa, NJ, 2006-2009
  • Financial Advisor, H&R Block Financial Advisors, Summit, NJ, 2005-2006
  • Financial Advisor, Edward Jones, Springfield, NJ, 2003-2005
  • Financial Advisor, UBS Painewebber, Florham Park, NJ, 2001-2003

Community participation

Community Foodbank of New Jersey

Halos for Angels, Inc.

Center for Food Action

Feed America First

  • St Peter's Haven Food Bank Clifton NJ 2023


Interests include:

History, Literature, Music, Art, Photography, Fine Cuisine, Tennis and Travel.