Over 25 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 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.