As Chief Executive Officer of FinTech Wealth Management, I have oversight of business operations and investment management decisions for client portfolios. Our firm is a Registered Investment Advisor who specializes in the design and implementation of custom investment strategies, utilizing Charles Schwab as custodian. We serve individual professionals and their families nearing or in retirement, along with business owners, trusts, and beneficiaries who desire a comprehensive wealth management approach that is fully customized to their needs.

As President of FinTech Income, I run business operations for the licensed insurance agency in New Jersey & Pennsylvania. We specialize in asset and income protection solutions, providing non-variable annuities and insurance, along with Medicare supplements to retirees. Our partnerships with Simplicity Atlanta & Berwick Insurance Group allow us to provide our clients with access to the top annuity, life, disability, long-term care, and Medicare Supplement Insurance carriers through a single point of contact.

Responsible and accountable for building productive relationships with Fidelity’s affluent clients. Consulted with a high concentration of pharmaceutical and biotechnology executives. Core clients that I consulted included working professionals, executives, scientists, small business owners, and retirees. Areas consulted included deferred compensation, stock options, investment allocations, tax deferral strategies, asset protection strategies, social security analysis, and retirement income planning.During these 7 years, accomplishments include:• consistently one of the top retirement income planners in the country for Fidelity Investments• serving as the branch functional lead for Fidelity Investments Life Insurance (FILI)• 2013, 2015, 2016, 2017 Achiever

Primarily worked with small business owners to customize employee benefit packages which included medical, dental, vision, life, disability, and long-term care insurances. Managed the national roll-out of Prudential Real Estate Affiliate’s benefits program to seventeen Prudential Real Estate offices in New Jersey and to over two-hundred agents (known today as Berkshire Hathaway Fox & Roach)