Areas of Concentration

Financial Products and Services for Business
Business Continuation Strategies
Executive Benefits
Buy/Sell Agreements Funding
Group and Individual Life & Health Insurance
Group and Individual Long-Term Disability Income Insurance
Executive Bonus Arrangements
Estate Analysis and Protection
Mutual Funds
Annuities (Fixed and Variable)
Asset Accumulation Strategies
Charitable Giving Strategies
Life Insurance Funding Strategies
Second to Die Life Insurance
Term Life Insurance
Long-Term Care Insurance
Retirement Planning
Educational Funding Strategies

Licensing
Life and health insurance licensed in multiple states
FINRA securities licensed
Series 7 & 66 Securities Licensed

Professional Achievements
 CERTIFIED FINANCIAL PLANNER^TM Professional

Affiliations
 Former Councilman, Borough of Lake Como, NJ
 Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ

Education
 Purdue University, M.S. in Engineering
 New Jersey Institute of Technology, B.S. in Engineering
 Christian Brothers Academy – High School