A financial podcast covering the markets, news and your wealth

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.

I have a degree in business management with more than a decade of experience in the industry. I’m passionate about educating and empowering my clients to make sound financial decisions at every turn, not just when they’re sitting in front of me. I bring the firm’s entire team of experts from portfolio management, insurance and estate planning, to help my clients define, plan, pursue and achieve their life’s goals.