Helping You Reach Your Financial Goals
As a Financial Advisor, I strive to help my clients make the most of their financial lives. From retirement planning to wealth preservation to education savings for children or grandchildren, I can help you develop and implement smart financial and investment strategies around your goals and needs.
Before entering the financial services industry, I was a program manager in a non-profit in New York City. I hold Masters degrees in Psychology and Social Work from NYU. After working with Merrill Lynch for sixteen years, I joined Wells Fargo Advisors Financial Network at the beginning of 2013. I am a Principal Owner of a Wells Fargo Advisors Financial Network practice, and I am proud to be affiliated with a company with a heritage of helping clients succeed financially. I am a CERTIFIED FINANCIAL PLANNER™, a certification awarded by the Certified Financial Planner Board of Standards, Inc.
Away from the office, I enjoy going to baseball games and to the beach. My wife and I live in Chatham with our youngest daughter, and our dogs.
I take a hands-on approach to financial advice and always welcome the chance to discuss your ideas, concerns, and questions.