With over 20 years’ of experience as a financial advisor working closely with high net-worth individuals, pharmaceutical executives, Wall Street professionals and professional athletes, I have dedicated my career to aligning my clients’ needs and objectives with a holistic financial plan that offers a balanced approach to growth and risk management.
My speciality is in navigating the complexities of an ever-changing global economy. From my early days working as a junior analyst on Wall Street until decades later, I have developed a seasoned perspective that offers a stabilizing force through the up and downs of the financial markets. My natural gifts allow me to sift through analysis with a creative eye that offers a balanced, well-blended approach to long term financial planning.
Building quality relationships and earning my clients’ trust is privilege that I take very seriously.
Comprehensive Financial Planning
Detailed Retirement Planning
Advanced Estate Planning
Asset Protection and Risk Management
Analyst, Prudential Specialized Finance Group, Newark, NJ
Short Options Analyst, Shearson Lehman Brothers, New York, NY
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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