Over the course of my career, I've helped clients by providing expertise, insight and access to the financial products that can help them achieve their goals. I'm excited to deliver those benefits to you, too.
I began my career in the insurance and financial services industry to help people grow and protect their wealth. I enjoy getting to know my clients and building relationships. I started my career with Prudential in 1974, attained my CLU and ChFC designations in 1987 and my MSFS designation in 1999. I am securities registered in New Jersey, Florida, Georgia, Indiana and Michigan.
Each of my individual and business clients have their own unique needs. That's why I take the time to understand what's important to them before recommending any particular products or services. From retirement funding and paying for higher education to helping secure your loved ones' financial future, let's work together to achieve your goals.