Investment Philosophy
My top priority is developing long term investment strategies for my clients. My approach is objective, well researched and unbiased, tailoring each plan to help enhance, grow and protect clients assets. My philosophy is based upon a strong client relationship centered around trust.
Business Philosophy
For many people, investing in the financial markets is both complex and intimidating. My approach to investing is based on identifying clients’ needs before any investment decisions are made. This process begins with creating a relationship and understanding my clients goals and objectives. My goal is to help find the smartest way for my clients to invest their assets and achieve all of their financial dreams.
About
- Lifelong resident of Howell, NJ
- Graduate of Ramapo College with a BS in Marketing & Business Management
- Joined AXA Advisors (Equitable) in 2012
- Hold FINRA Series 7, 63, 66, and 24; Life and Health Licensed; securities registered in DE, FL,
- NJ, NY, PA
- Hold IAR registration in DE, FL, NJ, NY & PA
- Avid golfer and sports fan
- Enjoys traveling and spending time with wife and two children