My journey began with valuable lessons learned early on about the significance of prioritizing financial well-being. From counting coins with my grandfather while he discussed the despair of the Great Depression to my Father taking me to make a savings deposit after cutting lawns, these experiences created a desire to always learn about the past to better the future. As a Kindergarten teacher, my mother instilled in me a passion to teach others. As a Financial Advisor, I have the privilege of teaching others to benefit from the financial wisdom passed down to me.

As a CERTIFIED FINANCIAL PLANNER^® practitioner and a Certified Portfolio Manager^®, I craft bespoke plans focused on your goals and create customized investment strategies to help you achieve them. Over my 24-year career, my approach has evolved to center on guiding you through life’s financial complexities so you can concentrate on what truly matters – your family, passions, and future aspirations.

Clients who work with us have come to appreciate:

Experience – we’ve helped clients through all kinds of market cycles, so we have a solid understanding of market risks, the insight to stay patient and to stay focused on your short- and long-term goals.

Clear Communication – Industry jargon can be confusing and intimidating, so we don’t use it. Instead, we give step-by-step guidance that’s straightforward and always aimed at helping you reach your goals.

Passion- Driven by a joy for the profession, I continuously enhance my expertise by staying abreast of market trends through rigorous research and study. After all, the more I know, the more you know.

Resources - Supported by The Princeton Group, Oxford Harriman, and Wells Fargo Advisors Financial Network, I leverage cutting-edge industry research, analysis, technology, and trading platforms to provide my clients with a diverse range of resources and investment options for their financial growth.

When not in the office, you can find me near a sports complex watching my children play the games they love, at a winery with my wife of almost 20 years, or walking my Labrador Fletcher.

CA Insurance 4034238, Resides in NJ