Interests

I live in Asbury Park with my wife, Kim, our daughter, Frankie, and our dog, Charlie. We love being part of the vibrant Asbury community and can often be found walking through town, enjoying local restaurants, or attending neighborhood events. We’re fortunate to have close friends and family nearby and truly value the time we spend with them.

Most of my free time is devoted to our growing family, though I also make space to stay active through regular exercise, listen to podcasts, read both fiction and non-fiction, and get out for the occasional round of golf. Balancing family life with personal interests helps me stay grounded and focused—both personally and professionally. I’ve found that staying present in my own life helps me be more present and intentional in the work I do with clients.

What I enjoy most about my work is helping clients engage with their finances in a way that brings clarity, purpose, and direction. I work closely with individuals, families, and business owners to help them take meaningful ownership of their financial lives—building awareness, creating intentional strategies, and developing habits that support long-term success. I enjoy helping clients identify where they are today, clarify the direction they’re heading, and take actionable steps toward that future. Over time, it’s incredibly fulfilling to witness their progress—not only in terms of financial outcomes, but in the growing sense of confidence, clarity, and control they gain as they plan for their future and the future of their families.

Areas of Focus

• Wealth Preservation Strategies
• Investment Management
• Intergenerational Planning
• Business Retirement Plans
• Retirement Planning Strategies
• Estate Planning Strategies