Through a “client-first” philosophy, I am committed to providing the highest standards of customer service and transparency in working with individuals, groups or businesses to help achieve their financial goals. With rapidly changing financial and political landscapes, it is imperative to ensure that decisions and philosophies fit into a comprehensive and complete financial strategies. Along with my team, we are dedicated to working directly with and educating individuals about the value of setting goals, identifying the appropriate vehicles that best fit your needs and helping you prepare as early as possible so you can confidently enjoy the best of times while simultaneously being prepared for the worst of times.

I graduated Summa Cum Laude from Ramapo College of New Jersey and was my Graduating Class Speaker before completing an M.A. in Education from Teachers College, Columbia University. I also served as an Adjunct Professor for 7 years in addition to working at the college full time before starting my financial planning practice. In addition to providing financial services and guidance, I enjoy staying active in my community through volunteering with non-profit organizations, playing baseball and golf, and Performing/Emceeing Weddings and Corporate Events.”

In my financial services practice, I have surrounded myself with a trusted team consisting of our assistant, LISA DALEY and Mentors JOSEPH DEL GUERCIO and DAVE MAURER. Our approach centers on dedicated service, teamwork, loyalty and responsiveness to our clients’ needs in both the individual and corporate arenas.  We strive each day to provide a platinum level client experience to the people who have placed their trust in us.  On behalf of our entire team, we look forward to speaking with you.