My Goal:
Over the last few years I have focused on enhancing my financial acumen to better service individuals, their families and businesses. My objective is to develop a financial strategy to meet your needs and optimize your financial well-being. Both my team and I have many years of experience to provide educational services to assist you in making informed decisions and choose the right products and services. We can provide you with a full assessment of your financial needs with a strategy that includes analyses to assist in helping to protect and grow your assets, retirement and estate planning, and finding solutions to deal with major concerns that must be addressed.
Personal:
Prior to joining Creative Financial Strategies over the last few years I did consulting for small businesses, worked at Hurley Financial as a Associate Producer and did community service work advocating for low income individuals and families. I also worked in Security Industry for many years most recently GSO Capital/Blackstone Group; other prior employers include, Nomura Securities, Credit Suisse First Boston and Lehman Brothers working primarily as a Business Controller/Portfolio Monitor for Credit and Fixed Income businesses.
I received a BA in Economics and minor in Accounting from Brooklyn College, and MBA in Finance from Long Island University. I reside in Manalapan with my wife, Joan. We have two children and three grandchildren.