Biography

I've worked in the financial services industry since 2000 and have obtained the Enrolled Agent ("EA") designation, which is the highest credential awarded by the IRS. Like CPAs and attorneys, Enrolled Agents have unlimited rights to represent taxpayers before the IRS.  I've also earned the CERTIFIED FINANCIAL PLANNER™ ("CFP®") and Retirement Income Certified Professional® ("RICP®") designations.  Additionally, I'm the owner of a fee-only retirement planning and investment management firm.

My formal education includes a Bachelor of Science degree in Finance from the University of Delaware (2000) and a Master of Business Administration degree from Rutgers Business School (2004). 

I live in Edison, NJ with my wife and two daughters. Outside of my professional life, I'm an avid woodworker and cyclist as well as the proud "prop dad" for my daughters' dance school.