Clients rely on my advice to help them make sound decisions about building and protecting their wealth in order to achieve both their personal and business objectives. I pride myself on providing personalized one on one service and truly believe in the “client first” philosophy. My personal goal is to become a lifetime resource for each and every client. The following haiku shows some of my philosophy:
Take care of business
Minimize taxes build wealth
Be safe and prosper
A little bit about me...
My undergraduate degree in Finance is from Seton Hall University. I have also received my CLU® (Chartered Life Underwriter) and ChFC® (Chartered Financial Consultant) designations from the American College. From 1986 to 2016, I was a Financial Adviser with MetLife Premier Client Group of NJ here in the Princeton office. In July of 2016, we became an office of Creative Financial Strategies, a General Agency of Massachusetts Mutual Life Insurance Company (MassMutual).
In my financial services practice, I work with my assistant, Janice McHugh as well as my partners, Jared Brown, Dave Maurer and Bill O’Brien. Dave Selenko, Zach Gildenberg, Bryan Telzer and Brandon Martin are also members of my team. Our approach centers on dedicated service, teamwork, loyalty and responsiveness to our clients’ needs in both the individual and corporate arenas. We strive each day to provide a platinum level client experience to the people who have placed their trust in us.
I live in South Brunswick, NJ with my wife Patti. I’m very active in local business and civic organizations including being an advisory board member of Women Aware, past President of the Woodbridge- Hawks chapter of B.N.I., past Vice President of the South Brunswick Chamber of Commerce, and former treasurer of the Dayton Village Citizens’ Coalition.