With over 30 years of retirement planning experience, I have been advising individuals, business owners and 401K plan sponsors to help them work towards meeting their financial success and fiduciary responsibilities. As a Registered Principal with LPL Financial, I am experienced in retirement and estate planning with an emphasis on wealth accumulation strategies. I understand today more than ever, the importance of a global, economic approach to investing in markets domestically and abroad. I have years of actual market experience being in the business since May of 1986 after graduating from William Paterson University in 1985. I hold a Series 6, 7, 24, and 63 securities registrations through LPL Financial along with the Accredited Investment Fiduciary (AIF®) designation. I started my career at New England Financial and worked several years at Mass Mutual Life Investor Services working with clients on their investment and insurance needs.
In 2000, I made the decision to join LPL Financial and open a branch office, which is located in Parsippany, NJ operating as Beacon Wealth Management Group, LP. Throughout my years at LPL Financial, I have won client service awards and am a recognized club member (based on production). I am the Principal of an LPL Financial branch office, and I am responsible as an Office of Supervisory Jurisdiction and assume the role of Managing Director for Beacon Wealth Management Group, L.P. My retirement planning process begins with an in-depth evaluation of a person’s current financial summary while adhering to three core principals. These are risk tolerance, investment objective and time horizon. I have hosted many educational workshops to help educate the public on such topics as “Market Timelines” and “The Roth IRA”.
I am active as a leader in my community and participated as a coach of youth sports.
Securities Offered Through LPL Financial/Member FINRA/SIPC.
CA Insurance # 0D85626