I began his career in the financial industry in 2009. I have had a successful career in
Pharmaceutical, Biotechnology and Healthcare prior to transitioning to the field of finance. I
graduated from St John’s University with a Bachelor of Science degree. I followed that
degree up with an MBA from Long Island University. I hold the FINRA series 7 and 66
securities licenses as well as the Life and Health Insurance license. I am a Certified College
Funding and Planning Specialist. These two designations are from the National Institute of
Certified College Planners.
I bring more than 30 years of experience to the wealth planning practice with extensive
experience in strategic planning and personal coaching. I am dedicated to helping individuals
and corporate clientele strive for financial success by jointly developing and implementing
comprehensive investment strategies. My results-oriented, process-driven approach to
financial planning enables people and businesses to develop the balance and confidence
required to be successful in today’s constantly changing economic environment.
My wife Mary and I are long-time residents of Hillsborough, New Jersey, we have three grown
children and two grandchildren. I am actively involved in the Church’s Men’s group; I currently
serve on the Board of the Hillsborough High School Football Association; in the past I was the
President and Board member of the Penn State Lacrosse Parents Association. I love spending
time with my family, and I look forward to traveling more.