MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.
My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?
As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2015 as a financial advisor in the Morristown office. I began my financial services career in 1992, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.
Outside of work, I enjoy spending time with my wife, Christine; and our two children, Elyse and Nicole. I stay active in the community by coaching youth sports in my hometown of Morris Plains, NJ. In addition, I like to cycle, garden, read, ski, and travel. I’m an avid fan of Villanova basketball and the New York Yankees.
AREAS OF CONCENTRATION
- Asset Allocation
- Estate Planning Strategies
- Financial Planning Strategies
- Fixed Income
- Investment Strategies
- Retirement Income Planning
- Tax-Free Municipal Bonds
- Wealth Management
- Villanova University, Bachelor of Arts degree in Economics
- 2014 and 2015 “Five Star Wealth Manager” Award as seen in New Jersey Monthly Magazine