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Partner & Director of Financial Planning
CFP®, AIF®, CFS®, CAS®
Bachelor of Science Degree Finance / University of Central Florida
As the Director of Financial Planning, I work with our clients to create and manage financial plans that we customize to specific goals. I was introduced to King Financial Network while I was a Finance Major at The University of Central Florida and spent two summers working as an intern before accepting Jim’s offer to work full-time after graduation. I love my role because each day brings a new problem to solve and allows me to continue educating myself on advanced planning strategies. I have found that each client has unique goals and scenarios to navigate along the way. Seeing the individual decisions we make over time result in a successful retirement, vacation home, or student loan payoff is very rewarding. I would say this is my dream job but during the NJ winters I strongly envy the PGA tour professionals. Our team was significantly smaller when I started with King Financial in 2007. Flash forward to today where I am proudly a partner of the firm, I feel blessed to be surrounded by an in-house team that can provide input to our client’s plans from many different areas of expertise. While helping build King Financial to what it is today, I was lucky enough to be supported by my high school sweetheart wife Christina. We live in Freehold with our beautiful daughter Oliva – who is extremely excited to become a big sister this summer!