Investment Philosophy
I believe in controlling what can be controlled: Developing a plan, removing emotions out of investing and remaining disciplined. I believe in focusing less on short-term volatility, and more on long-term strategies that work. Investing is a vehicle that serves one purpose: to achieve your life goals.
Business Philosophy
As a financial professional, my goal is to help clients achieve financial peace of mind. I believe it is important to identify and define financial goals. I believe it is equally important to review and update financial goals as life events take place. Financial peace of mind is a process and I want my clients to feel comfortable with every step in that process.
About
- Graduate of Rutgers University with a degree in Economics
- Began working in the financial industry in 2015.
- Joined PWS in 2022.
- Prior to Equitable, I worked for Merrill Lynch as a retirement specialist and PGIM Investments as a wholesaler of mutual funds, ETFs and separate accounts.
- Holds FINRA Series 7 and 66; Licensed insurance producer: Life, Variable Life & Variable Annuity
- Resides in Matawan NJ with my wife, Jenna