Waking up and loving what you do is not a dream but my reality and has been so for over 20 years.

I strive to provide astute advice, along with having access to a broad array of company resources including the assistance of research analysts and my own background and exposure. I enjoy offering sound investment advice helping each of my clients to reach their financial goals. I take pride in my client relationships knowing all individuals are unique with different wants, needs, and desires. I take time listening to my clients and finding strategies that are designated to work for them.

Coming from a small town in NJ, I would visit the Florida Treasure Coast area every year with my granddad and grew to love this quiet beach town. I have been able to call the Treasure Coast home for over 25 years. Along with the joy of serving my clients, I enjoy cooking, traveling and playing tennis. I also have a tremendous love for pizza.

In loving what I do I grew from a Vice President - Investments at age 27 to Senior Vice President - Investments at age 34. I continued on to Managing Director - Investments at age 37. Additionally, I am once again honored and humbled to be recognized by Forbes as one of the Forbes Best-In-State Wealth Advisors for 2024 with an additional achievement of being awarded as one of the 2024 Forbes Top 250 Wealth Advisors.

I would love to have the opportunity to hear from you and get to know you and your specific needs. Call me today for a listening ear and to receive targeted advice to create a tailored plan to help meet your goals.

2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
 
2024 Forbes Top 250 Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). The Forbes Top 250 Wealth Advisors (AKA Top Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.