As Managing Partner for J3 Wealth Management, now merged with RFS creating Stratus Associates, I am primarily responsible for overseeing our client book and expanding our team and strategic partnerships. My specialization lies in investment management as well as financial, tax, and estate planning.
I’m proud to carry forward the legacy of J3 Wealth, combining the experience and strengths of both firms to provide clients with a broader, more comprehensive team and a forward-thinking approach to wealth management.
With over 15 years of experience in the financial services industry, I have had the privilege of working at several reputable firms including Merrill Lynch, TD Ameritrade and UBS. Over the course of my career, I have earned several key designations and licenses, including the Certified Financial Planner™ (CFP®) designation, the Chartered Financial Consultant® (ChFC®) designation, as well as the Series 7, 66, SIE, and Variable Life & Health Insurance licenses. Before embarking on my professional journey, I graduated with a bachelor’s degree from Ithaca College.
My motivation stems from the positive impacts we have on the lives of our clients and future generations. The aspect of my job that I most enjoy is meeting new people and designing customized portfolios that fit their unique needs. I firmly believe that the greatest value I can provide for our clients is a personalized and proactive approach to financial planning.
Originally from Kendall Park, New Jersey, I now reside in Scotch Plains with my wonderful wife, Felicia, and our two children. In my free time, I enjoy cheering on the NY Giants and Knicks, alpine skiing, traveling and indulging in my passion for automobiles, history and architecture.