I believe family is the most important part of life, for me and for my clients. From a young age I learned a strong family is the key to a happy life, and I now help my clients prioritize their family’s interests as they strive to make the most of their finances and live life to the fullest. By helping my clients make informed decisions about their finances, I’m empowering them to pursue their goals to lift their families and create opportunities to share meaningful experiences together — such as supporting a child’s education, making memories through travel, or buying a second home for the family to enjoy. At its core, my clients’ goals to achieve financial stability and success are about sustaining, elevating, and protecting their families, now and into the future.
I work with individuals and families of all ages and stages to help them build, manage, preserve, and transfer their wealth. I take pride in working with multiple generations of my clients’ families, which I believe is a testament to the strength of our relationships and the high level of confidence they place in me as their trusted advisor.
Personal Life & Interests
Born and raised in New Jersey, I live in Bernardsville with my wife Emily and our three children, Elliot, Cade and Kip. We love living near our extended family and spending time together on the golf course, in the backyard and around the dinner table. I’m an active Duke alumnus and in my spare time I enjoy playing paddle tennis and traveling — I’ve been fortunate to travel to more than 20 countries.
Credentials
- Duke University, B.A. Sociology and Markets & Management
- Duke University – Fuqua School of Business – Master of Management Studies
- CERTIFIED FINANCIAL PLANNER® professional
- 2025 Wells Fargo Advisors Platinum Council
- 2026 Forbes Best-In-State Wealth Advisors
- 2026 Forbes Best-In-State Wealth Management Teams (Team Member of a Formerly Recognized Group)
- 2017, 2018, 2023, 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State
CA Insurance License #0L72394
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 – 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 Forbes Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors (AKA America’s Top Next-Gen Wealth Advisors) rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2023 Forbes Top Next-Gen Wealth Advisors: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 – 3/31/23 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 – 3/31/18 (Source: Forbes.com). 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 – 3/31/17 (Source: Forbes.com).
