Over 30 years of providing independent, comprehensive financial and estate planning advice to high-net-worth individuals.

As an independent financial advisor, I pride myself on providing unbiased, professional advice and placing clients’ 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.

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 enjoy golf, fitness training, bowling and spending time with family and friends. I’m a Volunteer coach for The First Tee providing youth with educational programs that build character, instill life-enhancing values and promote healthy choices through the game of golf.