Focus: Insurance Strategies, Investment Strategies, Business Owners, Special Care
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Earned Chartered Financial Consultant (ChFC) designation from American College (Bryn Mawr, PA)
Earned Bachelor of Science in Business, Fordham University
Joined firm in 2003 after six year business consulting experience
Check the background of this investment professional on FINRA’s BrokerCheck
186 Wood Avenue South Suite 301
Iselin, NJ 08830-2763