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

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Licenses - Series 7, Series 66
  • Life, Accident & Health Insurance - NJ, NY, PA, IL, WV, RI, FL, WA, CA

Education

  • MBA, Wharton Graduate School, University of Pennsylvania
  • MS, University of Pennsylvania
  • BA in Economics, University of Pennsylvania

Interests

  • Making a positive difference in people's lives.
  • Donating my time to charitable organizations.
  • Advocating for children and adults with disabilities.
  • Promoting the "Stephen Komninos Law" in New Jersey.

Community participation

  • Rotary International - Bergen Highlands/Ramsey, NJ Club (past-President)
  • Lions International - Saddle River Valley, NJ Club
  • AHEPA - Ramapo, NJ Chapter (past-Treasurer)

Awards & recognition

  • Five Star Wealth Manager, 2013, 2014, 2015, 2020
  • Ameriprise Client Experience Award, 2020