I take financial planning and advice seriously. These plans I work on, the advice I give - it's far more than just a day's work. My clients are making serious and life changing decisions based on the analysis I do, and the advice I offer. That's an awesome responsibility, and I take it very seriously. This is what motivates me to get out of bed every day, to study hard, to keep on top of the latest research in the field.
It is also why I decided early in my financial planning career to join with the National Association of Personal Financial Advisors (NAPFA). NAPFA advisors not only take a fiduciary oath to always put their clients needs first, but we back up that oath by promising to never accept commissions or third party payments which may influence the advice we give and the recommendations we make. NAPFA advisors are also committed to educational excellence. We are required to complete twice as many Continuing Education credits as is required by the CFP Board of Standards.
I bring not only training and well over a decade of financial planning experience to the job, but a myriad of life experience as well. I have started, grown, managed, and sold a successful international manufacturing business. I’ve put several of my four kids through college. I'm married to my wife Laura for over 30 years. We live in the lovely town of Califon in Hunterdon County, New Jersey. When not helping clients with their financial affairs, I can be found tending the garden, fly fishing, running or biking, or teaching financial literacy programs.
Call me at (866)-635-8518, or send me an email using the form on this page. Don’t worry – we don’t do sales pressure, and there is never any obligation. Just tell us what you are trying to achieve and we will see what we can do to help. I look forward to meeting with you in one of our New Jersey financial planning centers. Or if that isn't convenient - we can talk online or by phone.