In today's rapidly evolving world, there are so many different opinions as to how we should plan for our financial goals. This makes it extremely difficult to know what will work best for you personally. I take pride in walking my clients through a very educational process that helps them discover what is most efficient and effective for their personal financial goals. I have spent 18 years working in pension education and financial services and enjoy working with clients at all stages of their lives.
I attended West Virginia University and Stockton College and currently hold my FINRA series 6 and 63 registrations and Life, Annuity, Health and Accident licenses. As native to New Jersey, I enjoy spending time with my wife of twelve years and three children at the shore.