Advisor profile


My approach

Financial decisions don’t have to be confusing. For thirty-two years, I have helped clients understand strategies using simple, easy-to-understand language. I believe this lays important groundwork so that you can make the most of your financial health.

As a veteran in financial services, I have advised hundreds of individuals, families and business owners, helping them pursue their investing and financial goals. My team and I have helped clients prudently manage financial plans, insurance programs and investment strategies.

My clients have told me that that investing in a financial planning relationship has helped them feel more confident in their financial future and has provided peace of mind for them, their families and the legacies they wish to leave behind.

I am committed to ongoing education and have earned the following certifications throughout my career: CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant® and Chartered Life Underwriter®.

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

Areas of focus

  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • RHU® Registered Health Underwriter®
  • REBC® Registered Employee Benefit Consultant®
  • LUTCF® Life Underwriter Training Council Fellow℠

Education

  • Rutgers College, BA in Communication, 1989
  • Beach Channel High School, 1985

Community participation

Interests

I got married on Valentine's Day 2015 to Andrianna at a ceremony at Oheka Castle and we are the proud parents of Athena (6) and Kalista (5). They love dancing and gymnastics.

My two older daughters, Arianna and Cayla are very active young adults. Arianna attends Brandeis University in Waltham, Mass and Cayla will be attending Northeastern University in Boston, Mass in the fall. Cayla will be visiting Germany with a friend this summer while Arianna will spend the summer doing a fellowship through the National Institutes of Health in Irvine, California.