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Retirement. Ready when you are.

LETS CONNECT









We believe adding value & trust will be beneficial to reach your retirement goals.

Your assets, Your future.

At Voya, your needs are always the 1st step.



In my 23 years of experience as a financial advisor, I've helped teachers, doctors, medical professionals & business owners alike in the tri-state area, with a focus on retirement planning.                          


After receiving BA degrees in both Finance & Risk Management & Insurance from Temple University Fox School of Business, I've advised & educated over 1000+ clients in need of asset allocation, retirement planning, investment knowledge & many more services. In the past, I've worked in Respiratory Therapy and continue to be licensed in the states of PA and NJ, as well as, a member of the American Association of Respiratory Care (AARC) and the Pennsylvania Society of Respiratory Care (PSRC). 


I hold the following designations and registrations:

- Financial Industry Regulatory Authority (FINRA) Series 6, 7, 26, 63 and 65 registrations

- Life, Health and Variable Life and Annuity insurance licenses in various states

- Certified Fund Specialist CFS®

- Certified Retirement Counselor CRC®

- Chartered Retirement Planning Counselor CRPC®

-SEC - Investment Adviser


Offering a range of financial solutions & advice, including:

  • Comprehensive Financial Planning
  • Asset Allocation Strategies
  • Investment Planning
  • Retirement Planning
  • Social Security Optimization
  • Insurance Planning and Funding
  • College Funding
  • Special Needs & Disability Planning
  • Risk Management
  • Trust Planning and Tax Minimization Strategies*
  • Estate Conservation and Planning Strategies*



Voya Digital Adviser

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Remember, we work for YOU

We seek to know YOU & YOUR financial goals. 



My Philosophy


We invest in the best people, tools and resources to help you feel confident about relying on us. Our financial professionals are dedicated to providing one-on-one guidance geared towards your needs. With our broad range of retirement services, insurance solutions and investment options, we'll help you meet your goals confidently. No cookie-cutter advice, just thoughtful direction to help match your life and your goals. We are reliable and take pride in helping you plan and save for what comes next. 


Our Plan:

  1. Acquire a timeline of your needs, assets & liabilities.

  2. Research & design a financial strategy that takes short & long term objectives into account.

  3. Once approved, we initiate your plan in a prudent manner. 

  4. We monitor your strategy on a bi-weekly & monthly basis while also consulting to make adjustments as needed.

  5. We review the plan quarterly to maintain goal appropriation.  

Your goals will be met both personally & financially. 

We believe in taking a comprehensive approach to financial planning and provide solutions particular to each client's needs, wants and desires. We are committed to achieving this by using unbiased investment advice that is specific to you and your best interest. By working together, you can make informed decisions about your money and the growth and protection of those assets for your benefit as well as your family. 

All of this without the pressure of pushing services onto our clients.


                                                                                                                                        





We gathered information so you don't have to. Links listed below. 


PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your linking to these web sites.

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