I've often told potential clients that you may find another advisor who is a better stock picker that me. You may find a firm that has more products to offer than we do. You may find someone whose office is much more luxurious than mine. However, you will never find anyone who cares more about you and your financial well-being than I will.

The majority of my clients reside in the Northern New Jersey area, and they come from a variety of professional and economic backgrounds, including:
- Educators: primarily principals, department heads and administrators
- Government employees: department heads, administrators and city managers
- Attorneys, commissioners, and middle-management professionals in manufacturing
- Working middle-income men and women who may have limited investment experience
- Head of the household, whether single, divorced or widowed

Outside of the office, my spouse and I love to cook, read, travel and walk. 15 years ago, I became involved with an organization called “Mustard Seed Communities” that provides orphanages for disabled children in five countries. I founded an organization here in New Jersey to support the orphanage in the Dominican Republic, and, over the years, it has raised over a million dollars in cash and supplies to completely re-build the home and increase the number of residents from 18 to 48. I personally have made over 100 trips to the orphanage over the past 15 years. In addition, my spouse and I support a family in Senzani, Malawi, and we have been there six times during the past 12 years to visit and assist them. I am also a Rotarian and a member of the finance committee at my church, St. John's Cathedral in Paterson.

I find great joy in taking a client’s array of investments and converting it into a personalized portfolio designed to help meet their investment goals – it's a critical and needed service in our community. If you are seeking investment advice, I would love to work with you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors

Office Information

Office Hours

Office Hours
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:30PM
Sat 09:00AM - 12:00PM
Sun Closed

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