My Profile
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building, protecting, and maximizing their financial resources. I have the skills, knowledge, credentials, and experience required to help meet my clients' established goals. My personal goal is to become a lifetime resource for each and every client.
PROFESSIONAL EXPERIENCE
- CERTIFIED FINANCIAL PLANNERTMprofessional, attained from the CFP® Board of Standards
- Earned the Chartered Life Underwriter® designation
- Earned the Chartered Financial Consultant® designation
- Earned the Chartered Advisor For Senior Living® designation
- Licensed to sell Health and Life Insurance in New Jersey
- Licensed to sell Health and Life Insurance in Pennsylvania
- Series 7, 66, and 65 Securities Registered
- Investment Adviser Representative
- Financial Services Representative since 1997
- Leaders Conference Qualifier
- Lifetime Million Dollar Round Table Qualifier
- Named "2015 Five Star Wealth Manager"*
PERSONAL
- Family: 2 children-Resides in Southern Ocean County
- B.S. in Business Administration and Accounting from the University of Rowan, 1992 graduate.
* The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, reviews conducted by the firm, as well as favorable regulatory and complaint history.