I am extremely passionate about building relationships, helping individuals, families and businesses reach their financial goals and destinations. Serving clients with their best interest in mind is very important to me. I want to make a difference, and this is why I am an Edward Jones advisor. With Edward Jones, we understand what is important to you using our established process to build personalized strategies to help meet your financial goals and partnering with you throughout your lifetime to help you stay on track.
Are your financial goals within reach? First, you must define what is important to yourself and your family. Does that include planning for a comfortable retirement, enjoying retirement, paying for education, preparing for the unexpected or saving money on taxes? I believe that following a systematic approach can help you prioritize your needs and define your goals.
Prior to Edward Jones in 2019, I was an institutional investment wholesaler for 23 years, servicing large financial firms helping advisors provide solutions to their clients. A graduate from Glassboro State College, I hold a BS in business with concentrations in marketing and communications.
I have lived in New Jersey my entire life. I am most grateful for my family and enjoy spending time with my wife and two children. I enjoy traveling, being outdoors and golf.
What is “Member Monday”?
Bergen County Chamber of Commerce, is excited to announce “Member Monday”! Every Monday we plan to highlight a Bergen County Chamber member by sharing an email blast containing either the member’s professional summary or an article written by the member about a topic within their industry. Every “Member Monday” email blast will contain the featured member’s contact information as well as a link to the member’s website. “Member Monday” provides value to our members by allowing them to highlight themselves in front of the rest of the chamber.
To be featured click the link below: