My mission is to build trusted relationships with small business owners and individuals by providing a holistic approach to wealth management strategies and wealth protection. I focus on building a professional and ethical comprehensive financial services practice while helping clients reach their hopes, dreams, goals and aspirations.

I obtained an undergraduate degree in Finance and Computer Information Systems from Rider University. Also completed my MBAfrom Rider University with a concentration in Entrepreneurship. I have 18 years of experience within the financial services industry. I have been married to my wife Julie for over 12 years and have a son named Emryk.