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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

The Dynamics That Can Drive Inflation

High unemployment and slow wage growth seem to have kept consumer spending and core inflation from growing very rapidly in the first half of 2011. This article reminds investors to keep the potential risk of inflation in mind, because even modest price increases compounded over time can erode the purchasing power of the assets in their portfolios.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

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