I am a New Jersey native and relocated to Sarasota, Florida two years ago. The move made a huge impact on my life. I love the area, bike riding (weather permitting!) and sitting by the lake meditating.
Studied accounting at Middlesex County College and worked in the escrow analysis business until 2008 when I transferred to work for a CPA/CFP who specialized in retirement planning.
Maintains Series 6 and 63 licenses held through LPL Financial. Currently pursuing a Series 7 license.
Areas of Focus
- Retirement Planning and Income Strategies
- Estate Planning Strategies
- Family Finances
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: DE, FL, GA, KY, ME, MD, MA, NJ, NY, PA, SC, WA.