The opportunity to provide critical guidance and direction in people's financial lives is a responsibility I take seriously. Essentially becoming the family CFO for my clients, my unwavering focus on client service stems from a strong belief that people are hungry for financial guidance.
Clients seek much more than just stocks and bonds. They want an advisor who can help them navigate the myriad planning challenges investors face, from portfolio management and education planning to retirement strategies, tax minimization, and estate planning. My goal is to provide solutions to these financial challenges and create a comprehensive map to help achieve their financial goals and objectives.
I live in Springfield, NJ, a small and closely-knit diverse community. Married to Alysia for 36 years, we have two adult sons, a daughter-in-law, and a recent grandson. It's my hope that my career has had a positive impact on my family, demonstrating the values of hard work, commitment to excellence, and overcoming challenges. Outside of my professional life, I enjoy spending time with my family, reading, and exercising.