My Background

I've been interested in Finance since I was a kid.  I worked with my dad, a small business owner.  He always quizzed me on financial concepts; a strong description of selling short was always his favorite.  He was a success in business and in harnessing the markets to ensure our family's future.  Now, as a CFP®, I do the same for all of my clients.  I fully utilize my vast education, hard-gained credentials, and ongoing experience to help.

As a Financial Advisor-Investment Advisor Representative with Eagle Strategies LLC, & a Registered Representative with NYLIFE Securities LLC, and a licensed agent with New York Life Insurance Company, I am able to take a comprehensive approach to helping you address your financial needs today, tomorrow, and into the next generation.

I enjoyed a successful 30 plus year business career.  I am now building on this vast experience into my 3rd year in financial services.  My unique background in small businesses, corporate America, and start-ups allows me to effectively & efficiently interact with my clients, easily identifying their important needs.  My areas of expertise include financial planning, investments1, retirement planning, trusts2, tax strategies2, annuities, and many types of insurance.

I hold a MBA from Fairleigh Dickinson, BS in Engineering from Rutgers, CERTIFIED FINANCIAL PLANNERTM designation, Series 66, Series 7, & SIE.  I am fully licensed for fixed & variable1 annuities & life insurances, disbility insurance3, long term care insurance, and health insurance3.

As a committed member of our community, I am also a volunteer Fire Fighter I & II, and a volunteer for the Tewksbury Education Foundation.

1Securities offered through NYLIFE Securities LLC.
2Neither New York life Insurance Company, nor its agents or affiliates provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
3
Products available through one or more carriers not affiliated with New York Life Insurance Company,
dependent on carrier authorization and product availability in your state or locality.

Calculators

Newsletters

Subscribe to our Newsletter