As a dedicated financial professional, I am passionate about assisting my clients and helping them reach their personal and financial goals. I create customized investment plans and develop wealth management strategies to help manage investment risk and simplify the overall investment process. My clients enjoy working with me because of my genuine interest in helping them succeed financially.A Financial Advisor since January 2000, I have managed client assets and guided clients through the volatile and dynamic cycles of the investment markets. My career in Financial Services began as a Financial Advisor at Smith Barney and later I joined Wells Fargo Advisors in September 2007. Prior to becoming a Financial Advisor, I worked in Corporate Finance as a Sr. Financial Analyst/ Sr. Accountant. My combined work experience and educational background has proven to be an asset in understanding my client's needs and assisting them in reaching their financial goals.*I am married with twin daughters and enjoy watching sports, traveling, skiing, golfing and helping people grow personally and professionally through involvement in volunteer activities. I am connected with my local community serving as Treasurer for the Manalapan Business Association and also enjoy connecting with students and alumni at my alma maters, Franklin & Marshall College and St. John’s University. Through my previous service as a Mentor to the Allan Houston Legacy Foundation's Business Education & Development Program, I was honored as a recipient of the New York Mentoring Partnership Award. This information is intended for use by residents of AZ, CA, CT, DC, DE, FL, IA, IN, MA, MD, MN, MO, MS, NC, NJ, NV, NY, OK, PA, SC, TN, TX, UT, VA, and VT 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
Listed skills include Investments, Finance, Corporate Finance, Management, and 17 others.