With over 25 years of experience in financial services, I am dedicated to helping individuals and families meet their financial needs by developing investment plans tailored uniquely to their long-term goals and risk tolerance. My extensive experience, throughout major shifts in the markets, enables me to help my clients structure balanced portfolios to address their specific financial goals.As a Senior Financial Advisor, my responsibilities include planning customized investment strategies to affluent clients and their families. Such planning is not a single event – it is a process. As we live in a world with change, I continuously work with my clients to ensure their portfolios stay on track towards their goals and dreams.Prior to entering the financial services industry, I graduated from Rutgers University with a bachelor’s degree in both Economics and Exercise Science and Sport Studies. With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planning Board of Standards, Inc. (CFP Board). For this designation, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.Away from the office, I am a proud father of four beautiful children (RJ, Brielle, Jake and Ella) and reside in Millstone Township. I enjoy being active in my local community as a dedicated coach for my children’s recreational sports and currently volunteer my time as the president of our town’s local boys and girls basketball program.This information is intended for use by residents of CA, CO, CT, DE, FL, MA, MD, MN, NC, NH, NJ, NY, PA, UT, VA, VT, and WY only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social