With almost 20 years of experience in the financial services industry. I started on the floor of the New York Stock Exchange, was an Equity Trader for a major Hedge Fund, and prior to joining RBC Wealth Management, I worked as a Principal for TD Bank’s ‘Commerce Capital Markets’.I am dedicated to providing clients with the finest individually tailored approach to investing and risk management available. To obtain this level of personalization, I adhere to a 4-step Wealth Management Process. Using institutional techniques and a team of specialists, I work with my clients in establishing strategies to grow, protect, and ultimately distribute their wealth in the most tax efficient manner.Drawing on my broad experience and RBC’s global resources, I develop personalized strategies to address the complex and changing needs of each client. Those strategies include portfolio development, retirement and education planning, life insurance, stock option analysis, hedging of concentrated equity positions, charitable giving, and a full compliment of wealth preservation and transfer services. I also work closely with my clients’ other advisors, including attorneys and CPAs, for a seamless and consistent wealth management process.I grew up in Queens, NY, and moved to Toms River, NJ in 1990, where I currently live with my wife Jamie, and my three sons. I am an active fund raiser for Susan G. Komen for the Cure, and the Wounded Warrior Project. I am also involved in coaching Toms River little league baseball and football.