I am a Financial Adviser at Certified Financial Services, LLC. Since joining the CFS team, I have been selected for Guardian Client Builder in 2010 & then Leader’s Club twice, in 2012 and 2013. Prior to joining CFS, I spent 17 years as Director of Sales for A&M Automotive, I then spent 3 of the 6 years as President’s Council producer for Zurich Insurance.
As a financial advisor to the franchise auto dealer industry I am committed to providing strategic risk mitigation and asset accumulation potential for your business. I will assess your situation, listen to your goals, and design a plan that meets your specific wants and objectives. As your situation changes, I will continue to evaluate your strategy and make necessary adjustments to provide continuing comprehensive risk mitigation.
I earned a B.A. in Economics from University of Maryland and hold FINRA Series 7 and 66 licenses, as well as Life and Health, Property/Casualty and Long Term Care in NJ, NY, PA, FL. I was born in Queens, NY and grew up on Long Island, and currently live in Livingston, NJ with my college sweetheart, our two children, and Jerry the beagle.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA Insurance License Number - 0M05394.