Ready to discuss your financial future?
125 Half Mile Road
Red Bank, NJ 07701
Toll Free: 855-383-2100
CA License #0E47557
My Professional Background
As a financial advisor for 25 years and New Jersey native, I have worked closely with my clients to provide sound financial advice and insurance services that help them plan for and achieve their financial goals and objectives.I joined Benjamin F. Edwards & Co. in 2011 and helped open the firm’s Red Bank, N.J. office, which I also manage today. I began my financial services career in 1988 and moved to the Spring Lake office of A.G. Edwards in 1992. In 2005, I opened and managed that firm’s Red Bank location, and two years later, added management responsibilities for the Spring Lake office to my duties. After A.G. Edwards was sold, I served as a complex manager for the acquiring company.However, my first and most important passion is serving my clients and giving them the personalized service they deserve. Whether I am helping them plan for retirement, transition their wealth, or save for a child’s college education, I enjoy getting to know my clients and providing them with the advice and knowledge they need to help them meet their financial objectives.
I grew up in Sea Girt, New Jersey and graduated from Christian Brothers Academy in Lincroft. During my years at West Virginia Wesleyan College, I was a member of the NAIA National Soccer Championship teams in 1984 and 1985. Both teams are now in the WVWC Athletic Hall of Fame.
In addition to my professional responsibilities, community involvement is very important to me. I was the past president of the Southern Monmouth Chamber of Commerce, and a current member of the Spring Lake/Sea Girt Little League Board of Directors. I am also a member of St. Marks Holy Name Society and co-chair of their annual Charity Golf Classic.
My wife, Jamie, and I, along with our four children – Tess, Paige, Ian and Thomas – live in Sea Girt. In my spare time I enjoy golfing and am a member of the Spring Lake Golf Club.
My Education and Accreditations
- Bachelor of Arts in Economics and Bachelor of Science in Business, West Virginia Wesleyan College
- Certified Financial PlannerTM professional, 1999
WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.