Financial Advisor - Cultivating strong relationships with clients and helping them reach their personal, professional, and business financial planning goals | Rutgers Alum | CrossFit
With over 23 years of experience cultivating strong relationships with clients and helping them reach their personal, professional, and business financial planning goals, I focus on identifying gaps in a client’s current financial plan, generating sustainable income streams, minimizing taxes, developing dynamic investment portfolios and more. I am always striving to build comprehensive solutions that align all areas of their financial life. While my plans are always customized with my client’s unique needs in mind, my commitment extends beyond helping them achieve their objectives.
I also have an extensive background in fitness. My experience as a past USA Weightlifting National Team member and 3x CrossFit Games Masters Competitor has allowed me to share my passion for fitness by guiding hundreds of youth, junior, adult, and senior individuals, with the primary goal of helping them become better, healthier, and more confident human beings. We do this as a team by identifying and setting short/long-term goals, and more importantly, building a plan to help them accomplish those goals.
My passion for helping people become healthier versions of themselves ties finance and fitness together. Being financially fit is as crucial as being physically fit, allowing for a well-balanced, stress-free life. Like physical fitness, you can beef up those fitness muscles a little bit each day.
In my freetime I focus on spending time with my significant other Angela and 2 children. My daughter is 18 years old and attends the University of Tampa. My son is 16 years old and devotes much of his downtime to basketball. Angela is in the process of completing her Physician Assistant Master’s Degree from Pace University.
I look forward to helping build a financial plan that provides you with the highest potential for future success. Let’s get financially fit!