As a CERTIFIED FINANCIAL PLANNER TM I strive to provide my clients and their families with confidence in knowing I can help guide and assist them in obtaining their financial objectives. I do this by providing comprehensive investment advice, creative solutions, and sensible investment strategies. Our planning process offers independent investment consulting services designed to help clients maximize wealth. Initial consultations are without charge or obligation.
I currently hold several securities registrations and insurance licenses on a State and Federal level as well as a NJ Real Estate License. In 1979, I graduated with a Bachelor of Science from West Chester University, West Chester, PA. I have completed my course of study and received the CERTIFIED FINANCIAL PLANNER TM designation from the College of Financial Planning in Denver, Colorado.
I began my career in Financial Services with Prudential in 1979. In 1984, I began working with American Express Financial Advisors where I received extensive training and education in the financial planning process. In 1988, I opened my own independent financial planning practice. We are a managing field office of FSC Securities Corporation. We are also members of the Certified Financial Planner Board of Standards for CFP® professionals located in Washington, DC, a professional organization solely for financial planning professionals.
On a personal note, I have been happily married for 37 years and am extremely proud of my 2 children and their spouses. As I await grandchildren, I spend time on the golf course, going to car shows and tending to our horse, dog and 2 barn cats.