Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Arts in Business Studies, Stockton University, Galloway, New Jersey

Community participation

I currently serve on the board of the South Jersey South Shore Baseball League.

Interests

In my spare time, I enjoy staying physical fit through swimming, biking and running. I have competed in many Ironman triathlons over the years. I also enjoy traveling and playing an occasional round of golf.