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.
Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
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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