MY PROFESSIONAL BACKGROUND
Just as life circumstances sometimes change, so too must your investment strategies. I believe my experience and perspective – gained through good markets and bad – will be of value to you as we work together to help you successfully achieve your financial goals.My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future. From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 and facilitated the opening of our Morristown office. My financial services career began in 2003 with the Morristown office of A.G Edwards, after a 20-year corporate career in finance and operations with such well-known multinational brands as Sony, Lucent, Rolodex and Motorola.
Outside of work, I am active in my community. In 2011, the Morris County Chamber of Commerce gave me a “Leaders In Business Award.” In addition, I have lent assistance to a number of local organizations, including the Morris County Chamber of Commerce, the Morris County Hispanic-American Chamber of Commerce, and serve on the board of directors for Mrs. Wilson’s Halfway House, a drug and alcohol rehab center for women.
Married with two children, I have been a resident of Randolph Township for over 25 years. During this time, I coached several travel soccer and basketball teams, and served as president of various high school booster clubs.
EDUCATION AND CREDENTIALS
- Rutgers University, Bachelor of Arts
- Fairleigh Dickinson University, Master of Business Administration
- Accredited Asset Management SpecialistSM (AAMS®), September 2003