I would describe myself as ambitious, dedicated, and honest. My mission is to ensure excellence in wealth management by providing knowledgeable, customized recommendations, in an unbiased, confidential, and professional manner. I focus on building valued relationships with my clients and their families by following a disciplined process that delivers a consistent yet customized wealth management experience. I take the time to fully understand who you are and what matters most to you. Once we're able to identify what you value most, I can help you establish and prioritize your goals then develop strategies to pursue them. I conduct regular reviews to help track progress towards reaching your goals in addition to keeping your strategies consistent with any changes that may take place in your life. I've been working in the financial services industry since 2005 and joined Merrill Lynch Wealth Management in 2012. I graduated from Rutgers University with a double major in Economics and Management and Labor Relations in 2004. I earned my M.B.A. from Rutgers Business School focusing on Finance in 2012. I'm an active member of the community and have completed over twenty marathons while raising money for various charities including the Leukemia and Lymphoma Society and the ALS Association of NYC. I am also a volunteer/tutor at St. Peter's Orphanage in Denville, NJ. I'm originally from South Africa and currently live in Boonton Township, NJ with my wife, Casey, and sons, Jack and Cameron. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP in the U.S., which is awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.