301 East Pine Street
Financial PlannerFinancial Services RepresentativeSpecial Care PlannerInvestment Advisor RepresentativeWelcome and thank you for visiting.
My mission is to build trusted relationships with small business owners and individuals by providing a holistic approach to wealth management strategies and wealth protection. I focus on building a professional and ethical comprehensive financial services practice while helping clients reach their hopes, dreams, goals and aspirations.
The CIMA® Designation, Certified Investment Management Analyst, is the only credential designed specifically for financial professionals who want to attain a level of competency in providing investment advice. The CIMA professional integrates a complex body of investment knowledge to provide objective investment advice and guidance to individuals and institutions. That knowledge is applied systematically and ethically to assist clients in making prudent investment decisions.
In addition earned my CRPC® Designation, Chartered Retirement Planning Counselor, it is administered through the College for Financial Planning, which was established in 1972. The course focuses on pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process.
The CMFC® Designation, Chartered Mutual Fund Counselor, Is a professional designation awarded by the College for Financial Planning to financial services professionals who complete a study program and pass an exam covering mutual fund topics. The CMFC® program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The study program to become a CMFC® covers types and characteristics of open and closed-end funds, other packaged investment products, risk and return, asset allocation, selecting a mutual fund for a client, retirement planning and professional conduct.
I obtained an undergraduate degree in Finance and Computer Information Systems from Rider University. Also completed my MBA from Rider University with a concentration in Entrepreneurship. I have 18 years of experience within the financial services industry. I have been married to my wife Julie for over 11 years and have a son named Emryk.