Education

Bachelor of Science Degree Finance / Siena College

Bio

I help clients simplify their financial lives, with a focus on staying invested and preparing confidently for retirement. I have 12 years of experience guiding clients through investment decisions, beginning my career in asset management at BlackRock. I joined King Financial Network in March 2020. As a Wealth Management Advisor at King Financial Network, my role centers on in-depth analysis across mutual funds, exchange-traded funds, individual stocks, and asset-allocation models. As a member of the investment committee, I help aggregate and distill research into clear, actionable strategies used to build customized portfolios aligned with each client’s goals. Alongside portfolio strategy, I also work closely with clients on broader financial planning decisions, including cash-flow management, retirement planning, and navigating employee stock options and equity compensation. I was born and raised in Old Bridge, NJ and now live in Wall, NJ with my wife, Shannon, a 4th grade teacher in Manalapan, NJ, and our two-year-old daughter, Keira. Outside of work, I enjoy golfing, watching movies, and cheering on the Yankees and Knicks.

Credentials