I have been helping investors reach their financial goals since 1996. I am a graduate of St. Joseph’s University where I earned a bachelor’s degree in finance. I hold the Series 7, 63 and 65 licenses. I have earned the CERTIFIED FINANCIAL PLANNER™ certification and the Accredited Wealth Management Advisor (AWMA) through the Wharton School of Business and College for Financial Planning. I was named one of Philadelphia area’s Best Personal Wealth Managers by The Winners Circle, an independent consulting company which identifies top performing wealth advisors and advocates for best practices in the investment industry.
I live in Mullica Hill, New Jersey with my wife, Selena, son, Alec and daughter, Lana. Outside of work, we proudly support our two favorite charities Bancroft Neurohealth and St. Jude Children’s Research Hospital.
Senior Client Associate