Partner, Financial Advisor
I didn't start my career in finance, yet I have always been drawn to problem solving and building solutions. Fresh out of college, I went into information technology as a programmer. I enjoyed the job, but something was missing. I knew I was meant for work where the impact was personal, not just technical.
That search led me, unexpectedly, to martial arts. Training, and later teaching as an instructor, taught me something I still carry into every client meeting: discipline isn't about willpower in the moment, it's about showing up consistently, especially when progress feels slow or invisible.
When I discovered the financial advisor profession, all these elements came together. It combined my love of teaching, problem-solving, and helping people move from uncertainty to confidence. My mother was thrilled when I told her and even though she passed away before she could see the journey unfold, her belief in me still shapes how I show up for my clients today.
Most of the families I work with arrive feeling the same way: overwhelmed by decisions they don't feel qualified to make, unsure if they're behind, and hesitant to trust a plan they don't fully understand. My job isn't just to build that plan, it's to walk through it with them, the same way I once walked students through their own doubt, until the moment it clicks: "Yes, we can do this." Hearing their stories, where they started, where they are now, and where they aspire to be, and helping them see they have a plan and are on track is a joy I never take for granted.
That clarity is the whole point. My mission is to help families stay committed and focused on their financial goals. By offering leadership and guidance, I aim to give them the confidence and strategy they need to spend more quality time together — because in the end, it's not just about money, it's about freedom, peace of mind, and time with the people who matter most.
I grew up in Staten Island, New York, and now live in East Brunswick, NJ, with my wife Jennifer, daughter Juliana, and son Ryan. Family is my top priority, and it has shaped my own financial commitments, the same discipline I encourage in my clients is one I hold myself to at home.
I've always enjoyed giving back to the community and being part of many great organizations over the years. I coach the Mercer Chiefs ice hockey team and have spent a lot of weekends cheering on my own kids; Juliana on the volleyball court and Ryan on the ice. I also stay active through ice hockey, exercise, and attempting to play golf. I served on the board of the East Brunswick Chamber of Commerce, I'm an assistant scoutmaster and leader with the Boy Scouts of America, and I was previously involved with the Financial Planning Association (FPA).
