Insight-based advice

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• DC
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I started my career in the Financial Services Industry with Smith Barney in 1993. In 2008, I moved my practice to UBS Financial Services Inc. I specialize in financial planning solutions for affluent clients.

I believe success should be measured not just by your financial well-being, but also by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Financial priorities differ from person to person. They can also be different from year to year. I believe it is important to have a financial plan tailored to your needs and has flexibility to evolve with you. I take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That is how I will get to know you personally: your goals, your worries, and your dreams. I can help you develop a financial plan and help you a broad range of financial solutions to meet your needs.

I graduated from the University of Delaware in Newark, DE with a Bachelor of Science degree in Human Resources, and I currently hold the Series 7, 63, & 65 securities licenses. I live  with my wife Suzanne and three children, Zachary, Jordyn, and Jake. When I am not at work, I am giving back to my community in various ways, such as coaching youth football for the Boys and Girls Club of Northwest New Jersey, acting as the director of the Wayne PAL Lacrosse Program, and teaching classes at Montclair State University.

• University of Delaware, B.S. Human Resources

• Chartered Retirement Plans Specialist℠

• CA
• CO
• CT
• DE
• FL
• GA
• IL
• KS
• KY
• MD
• MO
• NC
• NJ
• NY
• OR
• PA
• TX
• VA
• WA

As a Senior Vice President, my strongest assets are the relationships I've established with my clients. Drawing on more than 25 years of experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

I began my career in 1992 at Morgan Stanley Dean Witter, however my experience spans over 25 years. I decided to join UBS Financial Services in 2009. With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning.

I earned my Bachelor's degree in Finance from Farleigh Dickinson University. I am FINRA-Registered and hold Series 7, 31, and 63 licenses. Additionally, I am registered for insurance and variable annuities.

My wife and I are life-long residents of Bergen County, New Jersey. I am an active member of the Sierra Club and currently serve as an elder in my local community Church. In my free time, I enjoy boating, golfing, hiking and most outdoor activities.

• Farleigh Dickinson University, B.S. Finance

I began my career in Financial Services in 2000. I joined UBS along with Gregory Cunningham in 2009 after spending 9 years at Morgan Stanley. Throughout my history in this industry, I've concentrated on providing exceptional client services with extraordinary results. I previously served as a CSA Coach for UBS as well as Morgan Stanley

I reside in Elmwood Park NJ where I enjoy volunteering throughout my community with various organizations. in April of 2018, I was recognized with the Aspire Award from UBS for my outstanding contribution to the Aspire efforts which focuses on servicing those in need. I am an active member of the American Heart Association's Go Red for Women Campaign where I serve as a Survivor Ambassador and Spokesperson. In my spare time I enjoy fitness, hiking, traveling and sports.