Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Series 7, 9, 10, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
14 years of professional experience
- VP - Sr. Financial Consultant, Charles Schwab, 2022-present
- Private Client Investment Consultant, TD Ameritrade, 2021-2022
- Senior Financial Consultant, TD Ameritrade, 2013-2021
- Financial Solutions Advisor, Merrill Lynch, 2011-2013
Education
- Rutgers University
- BA, Economics
Personal interests and affiliations
- Lives in Mount Laurel with his wife, Mary, and their dog, Jack
- Owner of the Smashing Grounds, a 100% for-charity online event group
- Enjoys cooking, trying new whiskeys, and timepieces