Clients rely on my advice to help them make sound decisions about building and protecting their wealth in order to achieve both their personal and business objectives. I pride myself on providing personalized one on one service and truly believe in the “client first” philosophy. My personal goal is to become a lifetime resource for each and every client. The following haiku shows some of my philosophy:
Take care of business
Minimize taxes build wealth
Be safe and prosper
A little bit about me...
My undergraduate degree in Finance is from Seton Hall University. I have also received my CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from the American College. From 1986 to 2016, I was a Financial Adviser with MetLife Premier Client Group of NJ here in the Princeton office. In October of 2016, we became Independence Wealth Partners
I collaborate with my team members, Jared Brown, Dave Maurer, Bill O’Brien, Zach Gildenberg, Bryan Telzer, Brandon Martin and Dave Selenko. Our team approach and diverse areas of expertise allow us to provide a platinum client experience for every client that we work with.
I live in South Brunswick, NJ with my wife Patti. I’m very active in local business and civic organizations including being an advisory board member of Women Aware, past President of the Woodbridge- Hawks chapter of B.N.I., past Vice President of the South Brunswick Chamber of Commerce, and former treasurer of the Dayton Village Citizens’ Coalition.