Partner, Financial Advisor
The opportunity to provide critical guidance and direction in people’s financial lives is a privilege I take seriously. My unwavering focus on client service and providing solutions stems from my strong belief that today’s investors are hungry for comprehensive financial guidance.
My clients are seeking much more than stocks and bonds. They want help navigating the myriad financial planning challenges they face, from portfolio management and education planning to tax minimization, retirement planning strategies and estate planning. My goal is to provide customized solutions to these financial challenges, and create a comprehensive roadmap to help achieve their financial goals and objectives - - essentially becoming the family CFO.
I live in Springfield, NJ, a small and closely knit diverse community. For many years, I actively volunteered in various areas of community service. Married to Alysia for 38 years, we have two adult sons, a daughter-in-law, and an energetic little grandson. Outside of my professional life, I enjoy spending time with family, exercising and reading.
