My reason for this career path was quite personal: I saw that many members of my own family, as well as friends, were not getting the kind of help they needed to plan financially for the future. I was confident that with my understanding of personal finance, coupled with my training as a financial professional, I could help people better prepare for the future.

I graduated from Rutgers University with a Bachelors degree in Economics and earned a Masters of Business Administration from Monmouth University. I am an Certified Public Accountant (CPA), Personal Financial Specialist (PFS) and a CERTIFIED FINANCIAL PLANNER (CFP®) practitioner, holding Series 7 and 66 registrations with FINRA, regulator for Cetera Financial Specialists LLC.

After 29 years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives.