Qualifications
I have been in the financial services industry since 1997. I received my Bachelor of Arts in finance from Arizona State University, where I graduated Cum Laude with a minor in Political Science . I currently hold my series 7, 63 and 65 securities licenses as well as my life insurance license. In 2007-2009, I was named to the RBC Wealth Management’s Presidents Council. From 2010 to the present I was named to the RBC Wealth Management's Chairman's Council; which recognizes the top 100 financial advisors in the firm.
In college, I was a Safety on the Arizona State football team. I have always had a strong love for the financial markets, and enjoy helping people, so my natural instinct was to become a Wealth Manager, helping high net worth individuals manage their investments.
Personal
I live with my wife Felice in Livingston, New Jersey. We have three daughters named Alexa, Marisa and Jordyn.