Honesty, Integrity and Dedication... You deserve it and I will deliver it

As a Financial Professional I work with individuals and small business owners developing strategies to help them manage their wealth.  I pride myself on service and specialize in asset management with an emphasis on investment allocation, diversification strategies, risk management and retirement income planning.  My goal is to help clients identify their objectives, develop appropriate financial strategies, implement customized strategies and review progress towards goals on a periodic basis. 

After graduating from West Virginia University in 2001 with a bachelor’s degree in Economics, I began my career here in the AXA Advisors Manhattan office.  In 2008 I completed the At Retirement training program through the Wharton School of business at the University of Pennsylvania and was awarded the title of Retirement Planning Specialist by AXA Advisors.  This program educates financial professionals on the challenges facing baby boomers as they near and enter retirement.  Also in 2008 I became part of The Sterling Group, a select group of financial professionals affiliated with AXA Advisors who are distinguished as exceeding the highest standard of experience, knowledge and service in the industry.

My client base is made up of retirees, near retirement baby boomers, small business owners and emerging wealth.  Although I work with individuals from various fields and locations, the bulk of my client base work in the telecom, legal, medical and financial industry in the NY Metro area.

I was born in Brooklyn, grew up in Manalapan, NJ and I currently reside in the Lake Mohawk community of Sparta, NJ with my wife Tara and son Brendan and daughter Brigid.