Business Philosophy
With over 22 years of experience in the financial services industry, my focus is on educating clients about the fundamentals of personal finance and investment planning. I believe that each person has unique goals and dreams, and I am committed to helping them turn those aspirations into reality.
Background
I hold a BS in Accounting from Rutgers University and a Master of Science in Financial Services (MSFS) from Saint Joseph’s University. Throughout my career, I have worked with top institutions including JP Morgan Private Banking, Wachovia Securities, Prudential Financial, and Beneficial Advisors. These roles have provided me with extensive experience in Financial Planning, tax planning, Portfolio management, and Estate planning.
Professional Qualifications
MSFS - Master of Science in Financial Services
Series 7, 65,63,26 securities registrations held through LPL Financial
NJ and PA Life and Health Insurance licenses
Active member of the Burlington County Chamber of Commerce
Member of the Estate and Financial Counsel of Southern New Jersey
Personal Life
I live in Mount Laurel, NJ with my wife and two children. Outside of work, I enjoy watching and attending sporting events, I am a founding member of Holy Cross Preparatory Academy and currently serve as the Chair of the Board of Trustees. I enjoy spending time with family, outdoor activities and have a passion for cooking, traveling, and visiting professional sport stadiums.