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Specialties
I am one of the founders of BGA and while remaining dedicated to my clients I also handles many of the day-to-day business activities of the company.
I am a Graduate of Rowan University and obtained my master's degree from Rutgers. My primary reason for creating BGA was to help Seniors navigate the labyrinth known as retirement. To further my knowledge base and better assist my clients I obtained the designation of CERTIFIED FINANCIAL PLANNER®. The CFP® designation helps focus on the issues facing clients who are planning for or are living in retirement. I currently reside in Queen Creek, AZ with my wife Tara, children Bryce, Gavin and Avery and two dogs Juno and Bowser.
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Always free for clients.
CFP®, CASL®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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