My passion is developing strategies with my clients based on their needs to grow, preserve, and provide income from their assets. I specialize in helping individuals address their unique financial issues and create a legacy for their heirs. 401(k)s and IRAs are a large part of my clients’ assets and an integral part of most investment plans. Throughout my more than 30 years as a financial advisor, I’ve had the pleasure of working with three generations of families, and on occasion, four.

Working with your independent accountant and attorney, I have considerable resources to bring to bear from LaSalle St.. Securities, Fidelity, and NFS amongst others.

With a strong background in financial planning, I specialize in helping individuals and families navigate the complexities of investment planning, retirement income strategies, estate planning, and risk mitigation. My areas of focus include investment management, 401(k) accounts, SEP IRAs, asset allocation, mutual funds, bonds, and life insurance—always with the goal of creating personalized wealth management solutions tailored to each client's needs.

Outside the office, I'm a passionate sports enthusiast and have spent years coaching youth baseball, basketball, and soccer. I also served as the baseball coordinator for Knowlton Township, reflecting my commitment to community and teamwork both personally and professionally.

If you'd like to connect or learn more about how I can help with your financial goals, feel free to reach out at 908-303-8153 or [email protected].