Biography

Affiliations

• Former Councilman, Borough of Lake Como, NJ

• Asbury Park Chamber of Commerce

• Boys Basketball Coach - H.W. Mountz Grammar School, Spring Lake, NJ

• BNI - Business Networking International

• Former President of BNI Chapter - Belmar, NJ

Education

• New Jersey Institute of Technology, B.S. in Engineering

• Purdue University, M.S. in Engineering

Areas of Concentration

• Financial Products and Services for Business

• Business Continuation Strategies

• Executive Benefits

• Buy/Sell Agreements Funding

• Group and Individual Life & Health Insurance

• Group and Individual Long-Term Disability Income Insurance

• Executive Bonus Arrangements

• Estate Analysis and Protection

• Mutual Funds

• Annuities (Fixed and Variable)

• Asset Accumulation Strategies

• Charitable Giving Strategies

• Life Insurance Funding Strategies

• Second to Die Life Insurance

• Term Life Insurance

• Long-Term Care Insurance

• Retirement Planning

• Educational Funding Strategies

Licensing

• Life and health insurance licensed in multiple states

• FINRA securities licensed

• Series 7 & 66 Securities Licensed

Focus Areas

• Insurance Strategies
• Investment Strategies (Reg. Reps Only)
• Business Owners

Languages

• English