My Story
I was born and raised in Wood-Ridge, NJ, where I learned the value of hard work and education. I maintain a commitment to professional development, earning the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®) after completing my undergraduate degree from Clemson University. This educational background along with my passion for helping others, makes for a natural and fulfilling career path in financial services.
My Focus
As Managing Director, I’m responsible for the day-to-day activities and cohesion of our team. My focus is on making sure our clients’ finances are in order so they can focus on what they love most. I take pride in helping clients simplify their financial lives, striving to ensure that their money works for them, not the other way around.
My Life
My family and I share a love for the outdoors, whether we’re sailing, golfing, or playing pickleball. My wife, Gina, and I, along with our sons, Alec and Derek, enjoy traveling and exploring new places together. I’m also an avid golfer and find joy in the challenges of the game, much like in my work. In the next 5 to 10 years, I see myself continuing to do what I love—both professionally and personally.
CA Insurance #4189771
