I offer total financial needs analysis through a network of experienced professionals with expertise in:
Advisory services
Retirement analysis and programs
Estate strategies
Employee benefit and retention services
Business continuation strategies
Trust services*
*Trust services offered through the MassMutual Private Wealth & Trust, FSB
Education
The College of New Jersey (1996-2000), Fairleigh Dickinson University (2003-2005)
Hobbies
Golf, Travel
Affiliations & Memberships
Estate and Financial Planning Council of Southern New Jersey
Community Involvement
TCNJ Foundation Beacon Society
Languages: English
Credentials: CRPC®, MBA, CFP®, ChFC®
Specialties:Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Group Benefits, Financial Education, Business Succession Planning, Financial Planning