One life, Your life - Educating clients on the fundamentals of personal finance and investment planning is a central focus of mine. I believe that each individual has goals and dreams that define their lives, and I aspire to make them a reality.
My educational background was focused on accounting and finance, earning a BS in Accounting from Rutgers University and a MS in Financial Services from Saint Joseph’s University. In 15 years of experience, I have worked with JP Morgan Private Banking as a Tax Administrator, Wachovia Securities as a Financial Advisor, Prudential Financial as a Financial Services Manager, and Beneficial Advisors as a Financial Advisor.
MSFS - Master’s of Science in Financial Services; Series 7, 65, 26 securities registrations currently held with LPL Financial; NJ and PA Life and Health Insurance licenses; Rutgers Alumni Association; Saint Joseph’s University Alumni; member of the Burlington County Chamber of Commerce.
I reside in Mount Laurel, NJ with my wife and two children. I coached youth baseball, basketball and soccer. I am on the Board of Trustees at Holy Cross Preparatory Academy in Delran, NJ. I enjoy leisure time with family, spending time at the shore, golfing, kayaking, and fishing. Some of my interests include cooking, traveling, and visiting Professional Sport stadiums.