With almost two decades of experience in the financial industry, I am proud to serve my clients as an Investment Advisor and Business Consultant with Coastal Wealth Advisors. I have earned the trust of clients through hard work, fastidious attention to detail, and the perseverance to find success in the most complex situations. I am passionate about understanding my clients’ goals, objectives, and desires and can transform these into actionable strategies. Whether working with an individual, high net-worth family or an entrepreneur building their dream, my experience and understanding of financial markets allows me to tailor strategies with one goal: help my clients pursue success.
I was born in New Jersey and raised in Pennsylvania in a family of industry professionals on Wall Street. At an early age, I learned the importance of character, integrity, and serving others. These values were emphasized by my family and through my Jesuit education. I recognized early on my family’s struggle with financial challenges. These experiences fueled my passion for serving others and how necessary it is to plan appropriately for the future. I completed my Bachelors of Science degree in Finance from Fairleigh Dickinson University and earned my MBA in International Business from Schiller International University, where I was a member of the honor society before graduating cum laude.
I started my professional career in investment research with one of the largest market makers in the world. The experience earned here was invaluable and expanded my knowledge within capital markets. Afterwards, I held roles at several financial firms that included Investment Analyst, Senior Portfolio Analyst, Senior Financial Analyst, and CERTIFIED FINANCIAL PLANNER™ Practitioner. Because of my wide range of experience, I also had the opportunity to serve on the Board of Directors with Fairleigh Dickinson University Federal Credit Union.
My commitment to public service and giving back through charitable causes has been a lifelong passion. I am actively involved with the Wounded Warrior Project®, Hope For The Warriors® and the Brian Bill Foundation, which supports Special Operations Forces active duty, veterans and their spouses. I have been a long-time supporter and honored with various awards for service to these foundations.
In my free time, I am a dedicated husband and father of two beautiful girls with a family that inspires me every day. I also love a good read, and am inspired by Admiral William H. McRaven’s book, Make Your Bed: Little Things That Can Change Your Life…And Maybe the World. I am also an avid golfer and have enjoyed playing some of the most challenging courses around the world since my college days, when I played competitively.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.