Clients rely on my advice to help them make sound decisions about building and protecting their wealth in order to achieve both their personal and business objectives. I pride myself on providing personalized one on one service and truly believe in the “client first” philosophy. My personal goal is to become a lifetime resource for each and every client. The following haiku shows some of my philosophy:
Take care of business
Minimize taxes build wealth
Be safe and prosper
A little bit about me…
My undergraduate degree in Finance is from Seton Hall University. I have also received my CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from the American College. From 1986 to 2016, I was a Financial Advisor with MetLife Premier Client Group of NJ here in the Princeton office. In September 2020, we became an office of CREATIVE Financial Group.
In my financial services practice, I work with my assistant, Lisa Daley as well as my business partner, Dave Maurer. Other members of our Independence Wealth Partners team include Brandon Martin and Chris Kinzler. 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. Feel free to reach out to any of
I live in South Brunswick, NJ with my wife Patti. I’m very active in local business and civic organizations including being an advisory board member of Women Aware, past President of the Woodbridge- Hawks chapter of B.N.I., past Vice President of the South Brunswick Chamber of Commerce, and former treasurer of the Dayton Village Citizens’ Coalition.