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

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • FINRA Series 7 License
  • FINRA Series 66 License
  • New Jersey Life and Health

Education

  • Bachelor of Science, Montclair State University, 2004

Interests

  • I currently reside in Rockaway, NJ
  • Going to Giants/Yankee games with my wife, Pia
  • Enjoy spending time with my children, Rocco, Adriana & Aria
  • Golfing in Morris County with family/friends
  • Brazillian Jiu Jitsu & Muay Thai Kickboxing with my Son
  • Vacationing in Wildwood/Cape May New Jersey

Community participation

  • Rockaway Township Financial Review Board
  • Habitat for Humanity: Volunteer
  • Parsippany Hills High School Football: Volunteer

Awards & recognition

  • Protect. Grow. Give® award, RiverSource Life Insurance Company, 2010
  • Five Star Wealth Manager, 2014
  • Premier Protection Award, RiverSource Life Insurance Company, 2014
  • Ameriprise Client Experience Award, 2020