As a Financial Advisor with Wells Fargo Advisors, I seek first to understand the clients’ current situation, concerns, risk tolerance, and their financial priorities. After in depth conversations and using this information to formulate an investment strategy to begin the development of a comprehensive investment plan. This plan is reviewed on a regular basis and as our clients’ life circumstances change, the appropriate adjustments are made.

As a Wells Fargo advisor, I can help deliver a range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, estate planning strategies, philanthropy, education expenses or some other goal, we will help you make informed decisions about your investment strategy. You have access to additional resources available through affiliates, including trust and estate services, insurance products, and much more.

With more than 25 years of experience in financial services, I am dedicated to helping clients meet their financial needs by developing customized investment plans around their long-term goals. My extensive experience through working on Wall Street and major shifts in the markets enables me to help my clients structure portfolios to address their specific financial objectives. We leverage investment planning sessions to position your wealth in the most tax efficient manner. 

I graduated from Temple University in 1990 and started my career on Wall Street as a "Buy-Side Trader" for Mutual Fund Companies in the 90's.  In 2000 moved to Connecticut to work for UBS Warburg on the "Institutional Sell-Side" of Wall Street as a position trader managing my own portfolios and received a promotion to Research Sales VP of Investments in 2003.  In 2006, I joined the firm Tradition Asiel as VP of Research and Equity Sales, bringing cutting edge research to market involving Credit Default Swaps. In 2009 while working for Convergex, built and managed a trading desk for the firm.  Joined PNC in 2017 as a financial advisor and received a promotion to First Vice President being a top ten producer of all FAs hired in their first three years.    I joined Wells Fargo 2020, as a Senior Financial Advisor delivering solutions for high-net-worth individuals and business owners.

I have been married for 24 years and have three boys.   I enjoy playing basketball and golf in my spare time.   We like to travel as a family and frequently visit our boys in college at Northeastern and Penn State.

CA Insurance License Number: 4418508. Resident State: NJ


 Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relations to clients referred to the Bank. In these instances, the Bank is responsible for the day-today management of any referred accounts.

Wells Fargo does not provide legal or tax advice.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are  are underwritten unaffiliated insurance companies