About Us

Throughout my career in the financial services industry, I have come to understand one guiding principle that is central to all financial success: keep it simple. My focus as a financial advisor is what is most important to my clients. Together, we develop financial strategies tailored to their unique needs and define the step-by-step processes that will lead to achievement. Along the way, I walk my clients through each decision, empowering them with the knowledge necessary to confidently plan for success. In life, one thing is guaranteed: change. That is why, once the strategies are in place, I maintain open communication with my clients, modifying their strategies as needed to fit their dynamic lives. Throughout the process, I collaborate with clients’ CPAs, attorneys, and other planning professionals to provide a holistic view of their financial picture. As the child of immigrants, I take great pride in my family's version of the American dream, which fuels my passion for helping families build their own legacies. Born and raised in New Jersey, I earned my bachelor's and MBA in finance and accounting from Montclair State University. I also hold the CFP® certification and ChFC®, RICP®, AAMS™, and CEPA® designations, allowing me to serve clients nationwide. Backed by the strength of Edward Jones, I leverage advanced tools and resources to provide high-quality service, ensuring clients are equipped to navigate their financial future with confidence.

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