I then use an established process to build custom solutions to help you reach your goals. I chose my profession as a financial advisor in order to help individuals and families achieve what is most important in their lives - planning for a comfortable retirement; educating the next generation of kids and grandkids; buying their first home; preserving wealth in case of unexpected illness, injury or
death; and leaving behind a legacy. Having spent over 20 years in the financial services industry, I recognize how to understand what is important to you. I take time to learn about your values, hopes and dreams for the future. Together we will use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to keep you on track. During my career, I have been through several market cycles, and I understand how to stay focused through the proverbial storms. Academically, I earned a BS in business administration from Villanova University. After spending several years with New York Life Investment Management, I returned to Villanova to sharpen my skills. During that time, I earned my MBA while working fulltime at The Vanguard Group. Alison Leahy, my branch office administrator, grew up not far from the office in nearby Rumson. She is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. My wife, Alyson, our four children and I live less than 2 miles from the office. We give back to the community through my affiliation with the Knights of Columbus and Atlantic Highland's Lions Club, and Alyson's dedication to the Navesink, Bayshore & Middletown South's PTAs, as well as CBA's mother's club. Member SIPC.
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