Senior Wealth Manager
Credentials: CFP® CERTIFICATION
Years of Experience: 31
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054
I made the decision to come to Summit just after the “Black Monday” market collapse in 1987. Beginning my advisory career at that point in history gave me an understanding of the importance of having someone you can turn to to help you through the critical financial decisions that are a part of all our lives. It also made me keenly aware of how much work it can take to achieve financial independence and how important is to protect it once you are there. I wake up each day happy to know that I can provide this help to my clients.
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