Wells Fargo Advisors, LLC

To help realize your financial goals, you need a strategy that includes comprehensive investment planning, sophisticated asset protection services coupled with tax efficient investing and estate investment planning strategies.

With over 13 years experience as a Financial Advisor, I am dedicated to providing financial and investment management services to successful individuals, families and business owners to help them manage their unique  financial challenges and reach their financial goals.  

I began my financial services career as a Financial Consultant with Smith Barney in Florham Park, New Jersey before moving my practice to Wells Fargo Advisors. I hold a Bachelors Degree (BSC) in Accounting from Bloomfield College, NJ and a Masters Degree (MBA) in Finance from Rutgers University, NJ.  In addition, I earned the professional designation Certified Divorce Financial Analyst (CDFA).  As a CDFA, I have the training and experience to assist you through the negotiations and complexities of securing your assets, splitting joint investment accounts, retirement accounts, pensions and creating short and long-term investment plans to help you on your path to financial success.

 

I am a member of the Florida Institute of Certified Public Accountants (CPA), an active member of the Kiwanis Club and the Chamber of commerce.

I look forward to extending my services to you.
Calculators

Lifetime Earnings

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Accumulation

Estimate the future value of your current savings.

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Newsletters

Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Favorable Dividend and Capital Gains Tax Rates Extended—for Now

The 2010 Tax Relief Act extended the 15% maximum tax rates on qualified dividends and long-term capital gains through December 31, 2012. But without further legislation, dividends will be taxed at ordinary income tax rates and capital gains tax rates will return to 20% (23.8% for investors in the two highest tax brackets) in 2013.

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