As an independent financial advisor, I pride myself on providing unbiased, professional advice and placing client’s interests first
I am dedicated to furthering the financial planning profession having served on the board of directors for the Financial Planning Association of New Jersey and as an active member
I seek to work with a select number of families that I desire to have as clients for life
Specialties: Concentrated Wealth Management, Financial and Estate Planning, Goals-Based Portfolio Management
I have three children and live in Morris County, NJ. I enjoy golf, fitness training, bowling and spending time with family and friends. I’m a Volunteer coach for The First Tee of Raritan Valley providing youth with educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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