Team profile


Planning for a confident retirement

 We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
  • Retirement Plan Distribution

Community participation

Mary Jean and I recently attended The Calais Foundation Annual Gala.
Mary Jean and I recently attended The Calais Foundation Annual Gala.
  • Tri-County Scholarship Fund, Parsippany, NJ
  • Chester/Mendham Youth Lacrosse
  • The Calais Foundation, Whippany, NJ
  • St Paul Inside the Walls, The Catholic Center for the New Evangelization, Madison, NJ
  • St Lawrence The Martyr Church, Chester, NJ
  • St Joseph's Outreach, Parsippany, NJ
  • Enders Island, Mystic, CT