Choosing the right financial advisor could be one of the most important decisions of your life. That is why I am excited to get to know you and understand the unique needs of you and your family.

Every investor is different, and I understand this. We all have different needs, aspirations, desires, and life goals.

So what do you want out of life? A simple question with a difficult answer. We add value to our client's lives by helping them answer this. How do we do it? Keep reading to learn more.

Our clients have many different goals and come from all walks of life. And just like a fingerprint, no two investors are the same. This is where we come in. When you decide to work with our team, we start with a financial plan to understand where you are today and where you would like to be in the future addressing your unique risk points along the way. Only after we take this first step can we begin to introduce solutions to help navigate the path.   

We help our clients by reducing their stress, providing them with greater confidence, and ultimately giving them more control over their financial future. 
 
As a CFP^® professional, I always work in your best interest and welcome the opportunity to show you what makes my process so special. I have always and will always put client interests first and am committed to the CFP^® Board of Standards rigorous requirements in the areas of education, experience, and ethics.

I am also a qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can help you pursue your investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds, or portfolios.

What drove me to Merrill? I think our founder Charles E. Merrill said it perfectly - "The interest of our customers must come first." This is the code we follow every day to ensure we are delivering the sound guidance that our clients have come to expect. 

I hold a Series 7 and Series 66 FINRA registration and also hold all applicable Insurance Licenses in the states in which I conduct business. I am a graduate of Quinnipiac University School of Business with a Bachelor of Science degree in Entrepreneurship and Small Business Management. I am active in the local community and participate with the area Chamber of Commerce. I am also a member of F&AM Musconetcong Lodge #42 in Mt. Olive and a proud supporter of the Intrepid Fallen Hero’s Fund that provides support for active and retired Armed Forces members and their families returning from combat with traumatic brain injuries. When I'm not in the office you'll find me in the local CrossFit gym, playing golf with friends, or spending some time on the water. I am proud to be a Merrill Financial Advisor since joining the firm in 2016.
 
Whatever life brings your way, and whatever your life priorities are, myself and Merrill coupled with the resources of Bank of America and Bank of America Private Bank are a winning combination.

On behalf of myself and my team, we look forward to meeting you.
 

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Merrill offers a broad range of brokerage, investment advisory, and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charges, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.  Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor. Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.  *Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER^™ and CFP^® in the U.S.