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As a Financial Advisor and Managing Partner at J3 Wealth Management, I am primarily responsible for overseeing our client book and expanding our team & strategic partnerships. My specialization lies in investment management as well as financial, tax and estate planning.
With over 15 years of experience in the financial services industry, I have had the privilege of working at several reputable firms including Merrill Lynch, TD Ameritrade and UBS. Over the course of my career, I have earned several key designations and licenses, including the Certified Financial Planner™ (CFP®) designation, the Chartered Financial Consultant® (ChFC®) designation, and the Series 7, 66, SIE, and Variable Life & Health Insurance licenses. Before embarking on my professional journey, I graduated with a bachelor's degree from Ithaca College.
My motivation stems from the positive impacts we have on the lives of our clients' and future generations. The aspect of my job that I most enjoy is meeting new people and designing customized portfolios that fit their unique needs. I firmly believe that the greatest value I can provide for our clients is a personalized and proactive approach to financial planning.
Originally from Kendall Park, New Jersey, I now reside in Jersey City with my wonderful wife, Felicia, and our son, Jordan. In my free time, I enjoy cheering on the NY Giants and Knicks, alpine skiing, traveling and indulging in my passion for automobiles, history and architecture.