"Why did you decide to become a financial advisor?"

I became a financial advisor because I saw too many hardworking individuals struggling with financial uncertainty, while dealing with an industry where the asymmetry of information is staggering, and I wanted to provide clear, conflict-free advice that empowers people to take control of their financial future.

"What specific task do you enjoy carrying out the most for your clients?"

I love helping clients simplify complex financial concepts, giving them the confidence to make informed decisions about their investments, taxes, and long-term financial strategies.

"What was the most powerful lesson you learned about money?"

The most powerful lesson I’ve learned is that financial success isn’t about making the most money—it’s about making intentional, informed choices that align with your goals and values.

Credentials & Education

Certified Financial Planner (CFP®)
Magna cum laude graduate of the University of Maine at Presque Isle
18 years of experience in wealth management, tax planning, and estate strategies
Member of the New Jersey chapter of the Financial Planning Association (FPA)
Flat-fee, advice-only financial planner—no commissions, no AUM fees, just unbiased advice