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Specialties
As a Senior Private Wealth Advisor with World Investment Advisors, I work closely with clients to understand where they are today, define where they want to go, and build thoughtful strategies designed to help them pursue their financial goals.
I believe every client’s situation is unique, which is why I take a personalized approach grounded in listening, collaboration, and long-term relationship building. My goal is not only to help clients develop strategies aligned with their needs and objectives, but also to ensure they feel informed, confident, and comfortable with the decisions being made along the way. I believe strong financial guidance starts with trust, clear communication, and a deep understanding of what matters most to each client and family. I bring decades of industry experience to my role, along with a broad base of knowledge and resources to support clients through a wide range of financial planning and wealth management needs. I hold FINRA Series 6, 7, and 66 registrations, as well as Life, Health, and Mortgage licenses. I also hold the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) and FINANCIAL SERVICES CERTIFIED PROFESSIONAL (FSCP®) designations. Drawing on decades of experience in financial services, I remain committed to helping clients pursue clarity, confidence, and long-term financial success. I earned a Bachelor of Science in Finance from Montclair State University in 1991. I currently live in Howell, New Jersey, with my wife, Donna, and our two children, Marissa and Donnie. Outside of work, I enjoy spending time with family, watching and playing sports, and volunteering in the community.
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Always free for clients.
FSCP, LUTCF, RICP
Chartered Designations
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Advisory services offered by World Investment Advisors, LLC. Securities offered by World Investments, LLC, member FINRA/SIPC. World Investment Advisors, LLC is affiliated through common ownership with World Investments, LLC.