For more than 10 years, I have acted as Operations Manager of Bridgehaven Financial Advisors, an independent full-service financial advisory practice. I am also a Senior Investment Analyst for Bridgehaven Fiduciary Partners, an independent consulting practice specializing in corporate and institutional retirement plans. I am committed to providing the highest level of personal service and professional integrity and I am dedicated to continuing education to the benefit of our clients.Away from the office, I enjoy spending time with my wife Amy and our pit bull rescue Milo.Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on www.wfa.com/social. This information is intended for use by residents of NJ only.
Listed skills include Retirement Plan Consulting, Retirement Planning, Financial Advisory, Multigenerational Wealth Planning, and 11 others.