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I am a Chartered Retirement Planning Counselor℠, and while I am especially knowledgeable on federal and military retirement benefits, I have spent much of my career in the high-net-worth space.

I am a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience focusing on comprehensive financial planning and investment management, serving affluent and high-net-worth families.

I am a CERTIFIED FINANCIAL PLANNER™ professional who specializes in helping clients design tax-efficient retirement income strategies that coordinate portfolio withdrawals with Social Security, pension payouts and other sources.

I am a Chartered Retirement Planning Counselor℠ with more than 15 years of experience in retirement planning, estate planning, investments, education planning, insurance planning and tax planning.

I am a CFP® professional and Chartered Retirement Planning Counselor℠, with a bachelor’s degree from Rutgers University and a Master of Business Administration from Strayer University. My specialties are retirement planning, investment strategy, insurance planning and personal finance.

I am a CERTIFIED FINANCIAL PLANNER™ professional who takes a more comprehensive, goal-driven approach to your long-term investing and retirement planning. I take specific care, however, to address end-of-life and generational planning issues.