Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Saving for Education
  • Insurance
21
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

  • BA Mass Communication, University of Miami

Interests

  • Save the Children
  • St. Judes Children Hospital
  • Wounded Warrior Project
  • Limbs for life

Community participation

  • Special Olympics of New Jersey

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015-2017

Professional associations

  • Institute of Business and Finance -Alumni
  • College of Financial Planning Alumni association