Wealth Management Advisor
My career in the financial industry began in 1997. I graduated from St. Peter’s College with a
Bachelor of Arts degree in Marketing and Economics. Additionally, I hold the FINRA series 7, 63,
and 65 securities licenses as well as the Life and Health Insurance license. Over the years I have
successfully managed over $100 million of assets and have earned the trust of clients, the
community, and my colleagues.
One characteristic that I value is my work ethic. I strive to serve clients with integrity and to
meet the ever-changing needs as they arise. Keeping up with current events, economic
environments and various beneficial tools or strategies requires me to focus on continuing my
education and knowledge base to better serve clients. It is my hope that the energy that I bring
to my work gives you assurance that I won’t become complacent in my planning for your
I have a strong commitment to my work and more importantly to my family. I like to travel and
see new places with family and friends. I am an avid sports fan. Investing in real estate is a
venture that I find fulfilling and rewarding.