Financial confidence plays a major role in allowing people the freedom to enjoy their lives. I will continually dedicate my mental and physical energies to assist my clients in the pursuit of this key component to a joyful life – financial confidence.
I am an independent financial planner and with my team of specialists and associates, we help families plan and manage their finances and investments. We utilize an investment philosophy, and the cornerstone of this philosophy is planning. In this planning process we help our clients find out where they are now financially, explore their dreams and goals for the future, then create a ‘road map’/plan to help them get from where they are now to where they would like to be.
I graduated from The Rutgers University School of Business – Camden in 1993, then earned an MBA degree from the University of Geogia in 1997 and began working as a financial advisor at Merrill Lynch. In 1999, I became a CERTIFIED FINANCIAL PLANNER ™ Professional and in 2003 I joined LPL Financial.