

Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Socially Conscious Investing
- Divorce Finances
- Insurance & Annuities
- Wealth Strategies

Certifications
CFP®
Certified Financial Planner™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Snowboarding
- Music
- Volunteering
- Volleyball
Request a Consultation
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All Fields RequiredOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:00AM - 05:00PM |
Mon | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Tue | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Wed | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Thu | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Fri | 07:00AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
Additional Hours
- Evenings
- Web Conferencing
Fax
(877) 522-0433Branch Team
- Jennifer Kowantz
- Branch Office Administrator
- Nicole Sinnott
- Branch Office Administrator
Branch Team
Office Address
251 North Ave W Suite 301Westfield, NJ 07090opens in a new window
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