Providing Wealth Management Services for the Senior Corporate Executive & Medical Practice Main Areas of Assistance: Corporate Executive Wealth Management Planning, Medical Practice Retirement Plan implementation and management, Equity Compensation Planning, Retirement Analysis, Estate Planning Reviews, College Planning, Insurance Reviews, Stock Option Exercise, 401(k) and Deferred Compensation Reviews, Investment Management, Fee Based Planning, Employee Education Programs

• Chartered Retirement Planning Counselor designation from the College for Financial Planning
• Economics Degree from Rutgers University

• Series 31, Managed Futures Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• Life Insurance, Variable Annuity and Variable Life Licensed in MA, NJ, NM, OH, PA, VA
• Long Term Care Licensed in NJ, OH, PA
• Series 7, General Securities Representative

AZ, CA, CO, DE, FL, MA, ME, MO, NC, NJ, NM, NY, OH, PA, SC, TX, VA, WV