Investment Philosophy
“A customer is the most important visitor on our premises, he is not dependent on us. We are dependent on him. He is not an interruption in our work. He is the purpose of it. He is not an outsider in our business. He is part of it. We are not doing him a favor by serving him. He is doing us a favor by giving us an opportunity to do so.”
–Mahatma Gandhi
Business Philosophy
As a financial professional, my focus is on employer-sponsored markets and helping my clients build a custom plan from the ground up. I provide comprehensive financial services for the public sector with a focus on municipal government employees. I make a point of understanding the needs of each client, including the municipality’s specific benefits, so I can provide a customized financial analysis for every individual.
About
- Graduate of the University of North Carolina Wilmington with a Bachelors degree in Finance
- Experience in the financial services industry since 2000 with an emphasis on equity trading at Andover Brokerage
- Joined AXA Advisors in 2001
- Hold FINRA Series 7, 66 registrations; Life and Health Licensed; licensed to serve clients in NJ, PA, SC, FL, NC, GA, and NY
- Member of the Equitable Advisors Hall of Fame; member of the Retirement Benefits Group, is a specialized division of Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
- Resides in Toms River and enjoys sports, travel, and spending time with friends and family
- CA Insurance Lic.# 4084849