I am a Wealth Preservation Specialist at Sagemark Consulting, where I focus on educating clients about estate and business succession planning strategies, as well as executive compensation strategies. My role involves implementing techniques tailored to each client's needs, coordinating with other advisors, and utilizing appropriate financial products to ensure the plan is cohesive and effective.
With over 41 years of experience in the financial services industry, I have honed my expertise in estate planning, business succession planning, and executive compensation strategies. I am proud to have earned the CBEC designation, which further underscores my commitment to excellence in my field. Before embarking on my professional journey, I attended The George Washington University, where I laid the foundation for my career.
I am deeply motivated by the opportunity to solve problems for people and address coordination gaps that often arise in financial planning. My approach involves asking probing questions to help clients simplify complex issues and implement effective techniques. I believe that clarity and collaboration are key to successful planning.
Originally from Livingston, NJ, I now split my time between North Caldwell and Holgate, NJ. I am happily married to my wife, Fran, and together we have two wonderful adult sons, Tyler and Spencer. In my free time, I enjoy playing tennis and pickleball, jogging, and spending quality time at the beach with my family.
CA Insurance License # 0G09597