“Every client is important to me. I recognize that, regardless of asset size, every client is discussing with me their personal fortune and I am dedicated to treating it as such. My commitment is to have every client feel like my most important client. The moment they don’t, I have failed.”
As a Financial Planner, I can help you define your current situation, look at your future goals and outline a program to help you achieve them. I understand that each person’s position is unique. Together, we will develop a strategy that is based on your needs and your objectives. This is just part of our relationship; the other part is making sure you are comfortable with and fully understand each decision we implement on your behalf.
I graduated with a BS in Finance from The College of New Jersey as well as an MBA in Corporate Communications from Fairleigh Dickinson University. I currently hold the designation of CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning Counselor (CRPC®) from the College for Financial Planning. I have been in the financial industry since 2000. My professional background includes working in various leadership positions for Ameriprise Financial and AllianceBernstein Investments. I recently served as the Vice President of The College of New Jersey Alumni Association.
• 19 years of experience in the financial industry
• CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Retirement Planning Counselor (CRPC®)
• BS in Finance
• MBA in Corporate Communications
• Resident of Mount Laurel, NJ
• Wife Karen and children, Emily and Shane
• Hobbies include golf, tennis and softball