Upon graduating from Montclair State University, I began my career in the financial industry in 1983, focusing primarily in the area of municipal bonds at a boutique firm in Millburn, NJ. Subsequently, I joined Gibraltar Securities which, through a number of acquisitions, became RBC Wealth Management, a division of Royal Bank of Canada. I joined Merrill Lynch Wealth Management in 2008 in order to take advantage of the robust resources and award winning research available at the firm. Today I provide a diverse client base with advice and guidance on all aspects of their wealth management needs. I hold representative and principal registrations with FINRA and NYSE; including Series 7, 9, 10, 24, 53, 63, and 65, as well as the Life and Health Insurance licenses. 

As a Certified Private Wealth Advisor^® (CPWA^®) certificant, I focus on being a more valuable resource to ultra-high net worth families. 

Having achieved the Chartered Retirement Planning Counselor designation, I focus on the pre- and post-retirement needs of individuals. I can help guide you through the retirement process from start to finish, addressing issues such as estate planning needs and asset management.

I have trained many investment professionals, and continue to participate in ongoing continuing education courses in portfolio management, behavioral finance, and industry compliance. 

I believe that trust is built through integrity in the work we do. I take personal responsibility in assuring your excellent client experience. It is my mission to help you understand the challenges of managing wealth, while offering the advice and guidance allowing you to enjoy and pursue your passions. 

I reside in Somerset county New Jersey with my wife, and two daughters, and our beloved dogs Chewy and Pico. Outside of my professional interests, I enjoy classic cars, riding my motorcycle, and traveling with my family. I devote time to charitable causes within my community by participating in Habitat For Humanity builds, supporting St. Jude's Children's Hospital, and teaching financial literacy to school aged children through Junior Achievement.


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