Wealth Management Advisor - Roseland
I am a Senior Wealth Management Advisor at TIAA and also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I have more than 15 years of experience in the financial services industry. I enjoy providing guidance for my clients toward achieving their financial goals and developing strategies designed to turn those dreams into reality. Honesty, compassion, and integrity are most important to me, both in a personal and professional setting. These values reinforce the importance to me of forming trusting relationships with each of my clients. My areas of focus include financial planning, estate planning, and retirement and income planning. I received my bachelor’s degree from the State University of New York at Oneonta. I have been married to my wife, Kelly, for more than 20 years. We have two daughters, Nicole and Jessica, and a dog, Lucy. I enjoy traveling and spending quality time with my family, as well as attending sporting and music events.