I have worked in the financial industry since 1999. I graduated from Rutgers University with
a Bachelor of Arts. I am a CERTIFIED FINANCIAL PLANNER™, this is the standard of excellence in the financial industry. I have the FINRA series 7, 63, and 66 securities licenses. I also carry the Life and Health insurance license.
Prior to joining Signature Financial Group, I had a successful business at Wells Fargo/
Wachovia Bank and AXA Financial Services. I am a client first focused planner, and my goal
is to help achieve the goals set forth by the client. The goals vary greatly from person to
person so whether you are concerned about retirement, saving for college, or buying the
dream vacation home; I have the knowledge and the expertise to help you achieve these
goals. I understand that a solid financial plan is ever changing as our life circumstances do, I
am dedicated to working alongside you to navigate the transitions with the upmost care.
I enjoy spending time at the beach with my wife Amy, and four kids, Christian, McKenzie,
Rylie, and Connor. I also enjoy playing golf. I am passionate about giving back to my
community and my involvement with St. Jude and Me Fine charity organizations are
fulfilling and rewarding.