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

  • Business Retirement Plans
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Small Business
  • Saving for Education
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Family Finances


  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance
  • Series 24 - General Securities Principal Examination


  • B.S. Business, University of Scranton, Scranton, PA

Community participation

* I am an active parishioner at Notre Dame parish in North Caldwell, NJ


* I enjoy road-tripping throughout the Unites States with my family. My most recent trips were to Cleveland, OH and St. Louis, MO.

* I enjoy hiking and camping with my friends and family near the Delaware Water Gap and other NJ areas.

* I enjoy deep-sea fishing down the Jersey shore, and locally at the South Mountain Reservation in West Orange.

* I am an active youth football coach for 10/11 year old boys, and enjoy following professional NY sports teams.