Personal Quotation: “Ordinary things done with consistency produce extraordinary results.”
Why did you get into the Financial Services Industry? Growing up with my father being a NJ State Trooper, I saw how much he was able to change people’s lives for the better everyday, and I knew that I wanted to get into a position where I could help people. Having a background in Accounting & Finance, the Financial Services Industry allowed me to combine my passion for numbers with the desire to help people get their financial lives in order.
Where did you go to school & what certifications do you have? I went to high school at Middletown High School South in Middletown, NJ and then graduated with a Bachelor’s in Accounting & Minor in Information Technology from Monmouth University in 2006. I currently have my FINRA Series 7 & 66 certifications, and I am a Qualifying Member of the Million Dollar Round Table*.
What is the most valuable piece of advice/wisdom you’ve received? The best advice I ever received was: ‘Seek first to understand before being understood.’ I apply this in my practice every day with clients. It is my goal to understand all aspects of their financial lives and help them to make better decisions for themselves and their families.
What charitable organizations are you affiliated with? I am on the Development and Gala Committee for Big Brothers Big Sisters of Monmouth & Middlesex County. I am also an avid Platelet Donor for the Central Jersey Blood Center.
Favorite Books: Anything by James Patterson
Favorite Sports Teams: NY Giants, NY Mets, NY Rangers, Monmouth University Football
Favorite Places you have traveled: St. Lucia for my honeymoon, and Banff Springs, Canada for a work conference
Favorite Food: Buffalo Wings & Pizza
Favorite Leisure Activity: Playing golf in the warm months and snowboarding in the cold months.
Five words to describe me: Loyal, Analytical, Diligent, Driven, Amicable
(*) The Qualifying Member (Q) was created by the Million Dollar Round Table (MDRT), which is a global and an independent association, comprises of life insurance and financial services professionals. Until the 10th year of membership is attained, the member will be a Q. The requirements do not evaluate the quality of services provided and is granted for one year only. All members must apply every year to continue their affiliation with MDRT. Being a Q is not indicative of the applicant’s future performance. For more information, please visit: https://www.mdrt.org/membership/requirements/
(**) HTK investment adviser representative