With more than 25 years of experience as a trusted advisor, I help clients understand how to plan effectively for their financial goals. My approach is holistic, coordinating the many financial decisions individuals and families face to create efficiencies that maximize opportunities and long-term outcomes.
I am both a Registered Representative in the securities industry and a licensed insurance producer. I have earned Million Dollar Round Table honors with seven Top of the Table and thirteen Court of the Table qualifications—distinctions that reflect exceptional professional achievement, ethics, and client service. MDRT is the most respected global association of life insurance and financial services professionals.
In addition, I previously served as Board President of the National College Advisory Group (NCAG), a leading organization focused on the academic and financial aspects of college planning.
I hold a degree in Financial Accounting from the Rutgers University School of Management.
On a personal note, I’ve been happily married to my wife, Beth, for over 30 years, and we are proud parents of three wonderful children. Outside of work, I enjoy skiing, attending concerts, and spending quality time with family and friends.
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