I am the proud owner and Financial Planner at Strategic Private Wealth Advisory, where my primary responsibility is to handle all financial planning for my clients. With over 13 years of experience in the financial services industry, I specialize in comprehensive financial planning. Prior to establishing my own firm, I gained valuable experience by helping people navigate their financial paths, which has been instrumental in shaping the services I offer today.
Throughout my career, I have obtained several industry designations and licenses, including the RICP®, the CPFA®, and the NQPC® designations. I also hold Licenses 6, 63, and 65, along with a Life and Health Insurance License. My educational background includes a Bachelor of Arts degree from Neumann University in 2008 and a Master’s in Business Administration from Georgian Court University in 2014.
What motivates me most in my work is my client base and the opportunity to help them navigate their financial futures. I find immense satisfaction in giving my clients the confidence to manage their finances effectively. I believe the greatest value I can offer is through integrity, honesty, and always putting my clients' needs first.
I currently reside in my hometown of Voorhees, New Jersey, with my wonderful wife, Melanie, and our two daughters, Rylee and Adalee. Melanie is my rock and the nucleus of our family, while my girls motivate me daily to have a positive impact on others. Outside of the office, I am actively involved in my family's non-profit organization, "We Serve Too," which supports the military. In my free time I am an avid golfer who enjoys traveling and playing different courses around the world.