Profile

Choosing the right financial advisor could be one of the most important decisions of your life. That is why I am excited to get to know you and understand the unique needs of you and your family.

Every investor is different and I understand this. We all have different needs, aspirations, desires, and life goals. Here at Merrill, we define these as your 7 Life Priorities. When we meet, we will have a robust conversation about what matters most to you. By utilizing this framework, it will help me understand the opportunities and challenges ahead of you and the best way to navigate the path.

By working through an established process, we will collaborate with you throughout your life to address these 7 Life Priorities and stay on track. It is my goal that you understand where you are today, where you would like to be tomorrow, how you will get you there, and to ensure that your strategy is working with regular communication and review.

I strive to provide highly personalized strategies to all of life’s financial challenges, however I do have several areas of professional experience. An area I have dedicated significant resources is in Longevity Planning. The reality is that most people will need some form of long term care either in the home or at a dedicated rehabilitation facility. Ignoring this reality and putting off the discussion could potentially spell trouble for your future financial strategy. Working alongside your CPA, Attorney, and any applicable Medical Professional, we will create a concise and clear plan of action. From there, we can address any wealth transfer strategy to ensure your legacy will continue exactly as you have envisioned.

What if, however, you find that you currently have a loved one who needs or is receiving long term care right now? We understand that being the primary caregiver or point of contact and financial decision maker can be often confusing and exhausting. My team of dedicated longevity specialists can help you understand your role and help you in creating a plan to address the financial needs of the impacted loved one. Our goal is to make your life easer – the best way for us to help you is to simply start the conversation.

It is also important to note that I am a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help you pursue your investment objectives by recommending individual, or any combination of, Merrill or approved third-party investment managers’ strategies, funds, or portfolios.

I hold a Series 7 and Series 66 FINRA registration and also hold all applicable Insurance Licenses in the states in which I conduct business. I am a graduate of Quinnipiac University School of Business with a Bachelor of Science degree in Entrepreneurship and Small Business Management. I am active in the local community and am a member of the area Chamber of Commerce. I am also a member of F&AM Musconetcong Lodge #42 in Mt. Olive and a proud supporter of the Intrepid Fallen Hero’s Fund that provides support for active and retired Armed Forces members and their families returning from combat with traumatic brain injuries. I am proud to be a Merrill Financial Advisor since joining the firm in 2016.
 

Whatever life brings your way, and whatever your life priorities are, myself and Merrill coupled with the resources of Bank of America and Bank of America Private Bank are a winning combination.
 

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Merrill offers a broad range of brokerage, investment advisory, and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charges, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select. 

Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

 Options involve risk and are not suitable for all investors. Before engaging in the purchase or sale of options, investors should understand the nature of and extent of their rights and obligations and be aware of the risks involved in investing with options. Prior to buying or selling an option, clients must receive the options disclosure document Characteristics and Risks of Standardized Options. This document is available by contacting your Merrill Financial Advisor.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.