I have spent my entire professional career at Summit Financial, LLC. For over 27 years, I have focused on ensuring the long-term financial security of my clients and helping their families achieve their life goals and objectives.
My clients are high-net worth individuals, many of whom are pharmaceutical, corporate, and Wall Street executives that have complex financial issues who benefit from my coordinated and holistic financial planning approach. I have unique access to a wide range of resources which other advisors might not have. Our team is comprised of individuals who have designations including the CFA, CFP®, and CPA, and as well as Estate, Tax and Legal specialists. Combined, this professional team has over 30 years of experience and they serve to help me stay on the cutting edge of planning.
My wife Kelly and I live in central New Jersey and we are the proud parents of our three children.
Comprehensive Financial Planning
Advanced Estate Planning
Asset Protection and Risk Management
Member of Summit Financial, LLC. Investment Committee
Member of Summit Financial LLC, Advanced Planning Committee
Kings College, BS Business and Finance concentration
College for Financial Planning: CFP®
Disclaimer: “The Summit financial planning design team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.”
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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