I started my Wall Street career in 1988. I worked on the floor of the New York Stock Exchange until 1992 and then on Institutional Trading desks from 1993 to 2014. The next chapter of my career is now with Edward Jones. I work with families, individuals and businesses to assist them in building and protecting wealth. I do this by understanding what is important to them. I then utilize established processes to help me build personalized strategies for each client. We partner with each other to keep them on track to help them achieve and maintain their goals. I pride myself in recognizing the uniqueness of each client.

A native of NYC, I moved to Summit in 2001. My wife, Shari, and I are the parents of three children. I am an active member of the Summit Chamber of Commerce, and I am a former board member of Summit junior baseball and softball, as well as a coach for over 10 seasons.

Focus areas

  • New Investors
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 05:00PM
Sat 08:00AM - 12:00AM
Sun Closed

Branch Team

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