This industry evokes a genuine sense of pride-- we do noble work-- profoundly impacting the lives of our clients-- providing solutions and advice to create dignity in retirement, and protection for our families and businesses.

My mission is to provide comfort to families and businesses through financial planning, and I find passion in what I do, knowing that I've impacted and improved the lives of those I work with. Simply put, will you outlive your money or will your money outlive you? Let's find the answer, together.

Our diverse, ambitious and innovative culture is at the heart of everything we do. I mentor financial professionals through a hands-on approach, striving to empower them to make highly effective decisions and to meet or exceed their objectives. With the rapid development of our client-based business, I am currently growing our team and am searching for individuals with whom to partner. We look for forward-thinking, passionate and self motivated individuals who have a desire to positively impact their community.

I have been studying business and finance my whole life and received a Bachelor of Science degree in Business Administration and Management from Ramapo College of New Jersey as well as the prestigious Retirement Planning Specialist designation from The Wharton School at The University of Pennsylvania.  I maintain the Series 7, 66 and 24 FINRA securities registrations, as well as Life & Health Insurance Licenses.  I have also been invited to join the prestigious Million Dollar Round Table (MDRT), an elite international network of the top 5% of financial professionals globally, who serve their clients with exemplary performance and the highest standards of ethics, knowledge, and productivity. 

As the former chairman of the New York Metro Charity Committee, I The Alzheimer’s Association, Bike MS, Jersey Cares as well as Habitat for Humanity. Outside of the office, you might catch me of the golf course, snowboarding, or hanging out on the beach.