Advisor profile

What you can expect when you work with me

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.

Get started
37
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
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning

Education

  • B.A. History, Seton Hall University, South Orange, NJ

Awards & recognition

  • Five Star Wealth Manager, 2014-2020

Previous experience

  • Wells Fargo Advisors, 2003-2016
  • Prudential Securities Inc., 1995-2003
  • Smith Barney Inc., 1993-1995
  • Lehman Brothers Inc., 1987-1993

Community participation

Member of Corpus Christi Parish, Chatham NJ

The Setonian Foundation, Alumni Chapter of Phi Kappa Theta Fraternity, former Treasurer and Board Member

Former Board Member of Crossroads of the American Revolution Historical Org., Trenton NJ

Interests

Working out

Judo and Jujitsu

Yoga

Cooking

Skiing

Golf

Kayaking

Singing

Travel

Drawing