I offer comprehensive financial planning to individuals and small corporations. I examine the specific protection and financial needs of each individual client within the context of their short-term and long-term goals; cash reserve lifestyle needs; projected retirement requirements; liquid investment income; family and/or professional circumstances. I provide a comprehensive view of each client's over all financial picture while helping them address today's goal and successfully plan for their future dreams in a realistic manner. Everything discussed is confidential. Some example of specific services I provide are: Retirement Planning, 401(k)'s, IRA's, Pension Plans. College Planning, 529's, Coverdell plans. Stocks, Bonds, Mutual Funds, Annuities. Risk Management, Life Insurance, Long Term Care, Disability, and Health Insurance.

Personal Info

I graduated from Fairfield University in 2006 with a BS in Computer Science and Mathematics, where I also competed on the diving team for all four years.  I received my Certificate in Retirement Planning from The Wharton School of Business at the University of Pennsylvania in 2012.

- I devote a large amount of my time to my family, my community, charity, and service above self organizations.  I serve as the Immediate Past President of the Rotary Club of the Caldwells, I am the Chairman of the Caldwell Street Fair, and I serve on the board of the directors for Help The Children Hear, which are all recognized 501(c)(3) charities.  I have also been an active participant in the Big Brother Big Sister program for 5 years.

- I have assisted in the production of a play for my church, Notre Dame of North Caldwell, called "Jesus the Healer" for the past seven years.  I also serve as an active role in the youth ministry and young adult ministry associated with my church.  I am also a member of the Parish council at Notre Dame Church, in North Caldwell, NJ.

- I have built my life and my practice around helping others on an every day basis with honesty and integrity which I believe has proven to be an integral role in my career.