About

After graduating from Rutgers University, I began my career as a professional indoor soccer player in 1987. In 1992, I started in the financial planning industry.

For the past 30+ years, I have helped families plan for college, set up retirement plans for business owners, assisted retirees who were seeking a steady income and helped protect clients from the unexpected with appropriate insurance.

My mission is to help you cut through the clutter and noise of ‘information overload’ so that you can make confident financial decisions.  I will meet with you regularly to review and recommend adjustments to your financial plan in response to changes in your needs, goals or overall strategy. 

My approach to investing is goal-focused. I’m convinced that:

• Successful investing involves constantly acting towards the realization of goals; while
• Unsuccessful investing involves reacting to whatever the markets happen to be doing at the moment.

I don’t care about ‘investment fads’. I care about time-tested, common sense investment strategies that have a proven track record of generating consistent long-term results.

Outside the office, I enjoy playing soccer, playing the drums and spending time with my family (particularly near a pool or on a warm sunny beach).