Education

Bachelor of Science in Business Administration / Seton Hall University

Bio

I love the term “Objective Focus”. It’s how I approach each client’s needs to wealth management and retirement planning since starting my career on Wall Street. As a graduate of Seton Hall University in 1983, I proudly bring over 30 years of experience in the financial industry to King Financial Network. After gaining valuable experience at two of the largest investment firms, my path led me to KFN where I am now the 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 creating strategies that are comprehensive and customized because of our team structure. We evaluate and execute a 360 degree view of a financial plan that includes Estate, Tax, Insurance and Investments. We use the same philosophy when reviewing and implementing retirement plans for businesses and corporations. I reside in Freehold, NJ with my wife Karen who is also my college sweetheart and we've raised two amazing children Ryan, and Taylor.

Credentials