Education

Bachelor of Science in Business Administration / Seton Hall University

Bio

Understanding a client is the start of building a successful relationship. My approach to wealth management and retirement planning is to comprehend goals and put your needs first. As a graduate of Seton Hall University in 1983, I proudly bring over 40 years of experience in the financial industry to King Financial Network. After gaining valuable experience at two of the largest financial services firms, my path led me to KFN where I am now Director of Retirement Planning. The biggest difference at KFN is that we act independently which keeps the “corporate agenda” out of the equation. With that independence, I have the distinct advantage of using our team structure to create strategies that are customized and comprehensive to the client’s needs. Having the Chartered Retirement Planning Counselor designation, I use the same philosophy when reviewing and implementing retirement plans for businesses and corporations. I reside in Freehold, N.J. with my wife Karen. We met at Seton Hall and have been married for over 30 years. We have two grown children, Ryan and Taylor. We enjoy family time at the Jersey shore.

Credentials