My Qualifications

By focusing on each investor's specific needs, I develop strategies that help clients reach their financial goals. I have worked as a Financial Advisor to both individual and institutional for over twenty years. I have been recognized as a Premier Advisor. The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network and reflects a high level of standards as measured by one or more of the firm’s criteria for revenue generation, educational attainment and client-service best practices.

My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity. This commitment to service also carries over to my involvement with our local community. I am active with Newton Memorial Hospital Foundation Ambassador Council, Lake Mohawk Golf Club Committees and a member of the Lake Mohawk Country Club. In addition, I previously held the position of Treasurer for the Sparta Historical Society and Board Member of the Sussex County Chapter of the American Red Cross.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals. Although I do not provide tax advice, I will help you stay current with tax law changes and estate plan issues to help preserve and protect your wealth - now and for generations to come.