WHO I AM I have been in the wealth management industry since 2006 and am a part of a team at Merrill which has over 70 years of combined experience. Prior to joining Merrill, I spent 7 years with VOYA Financial, helping teachers and their families, prepare for a sound retirement. I attained the designation of CERTIFIED FINANCIAL PLANNER (CFP) certificant. I work with Greg Hayes who has been with Merrill for over 30 years and has been consistently recognized by Barron's magazine. Our team oversees and coordinates the financial affairs for select number of individuals, families, retirees, business owners, corporate executives and institutions. I played professional indoor soccer for 10 years; was a member of the Philadelphia KIXX 2007 MISL Championship Team, the U.S. Men's National 2008 and 2012 Futsal Team and competed in the 2008 Futsal World Cup in Brazil. I incorporate the same dedication, hard work, and attention to detail from a successful professional soccer career into my service model, helping clients to achieve their goals and objectives. My wife and I reside in Eastampton NJ with our two children. I enjoy working out and outdoor activities including running, biking, hiking and camping with my family. Before a recent knee injury, I completed 6 half marathons in Philadelphia and the 2008 New York City Marathon. WHO I SERVE - Those nearing retirement or currently retired who are trying to ensure they don't outlive their assets. - Business owners and corporate executives who are seeking a competent advisor to help them oversee their financial affairs, protect their family and free up their time. - Those individuals who have recently or are about to experience a liquidity event, such as a sale of a business or property, an inheritance, a divorce, a sale of stock or options, etc. - Those who are not satisfied with their current advisor and feel they may benefit from a second opinion. - Those seeking financing. 