I began my career in the financial services industry in 1993, becoming a financial advisor in 2003. After spending most of my career with Merrill Lynch, both in the institutional equities department and as a financial advisor, I joined RBC Wealth Management in 2019.
I am committed to helping clients create a plan to work toward their long-term goals, and works with their attorneys, accountants and other advisors to develop customized strategies to do so. The RBC Wealth Management Consulting Group is made up of financial advisors who have successfully dedicated their business to strengthening their consulting skills with an advisory practice. As a Certified Retirement Planning CounselorSM designee, I help clients in taking inventory of their entire financial picture to create a retirement income stream that allows them to enjoy the retirement they have earned. By understanding my clients’ situations, I help clients to make important financial decisions and access the resources they need to execute them.
I utilize RBC Wealth Management’s many resources to provide clients with solutions including: managed money, alternative investments, lending solutions, insurance products and cash management. In addition to working with RBC Wealth Management’s professionals in these areas, I also coordinate with clients’ outside professionals like CPAs and attorneys, to see that each client receives customized and balanced advice.
I graduated from Temple University in 1993 with a degree in business administration.
I reside in Little Silver, New Jersey, with my wife and three children. During my free time, I enjoy spending time with friends and family and coaching my kids’ sports teams. My interests also include travel and playing golf.