Education

Bachelor of Arts Business Degree / Temple University

Bio

Putting our client’s best interests first is what I am truly devoted to. After 10 years working with Jim and Tony, I became a partner in 2022. As a CERTIFIED FINANCIAL PLANNER™ Practitioner , when we say we offer personalized, objective guidance, we hold ourselves to a high standard of excellence. It is one of my responsibilities to make sure we deliver exceptionally comprehensive and customized planning. I work directly with the team to analyze our client’s financial plans and identify challenges that may need to be addressed. Together we strengthen strategies, intently set upon making a difference in the lives of everyone we work with. It’s no secret that our days are intense, especially when markets can be volatile at times, but I have learned that being prepared, putting in the time, working as a team, and continuing to educate yourself is what separates our firm from others. Since joining the team in 2014 I can look at my life and honestly say I practice what we preach when it comes to planning. I live in Ocean Township, NJ with my beautiful wife Christiana and our three year old daughter Willow, where we live an active lifestyle and surf the east coast waves.

Credentials