As a financial professional at the Pillar Group I strive to help accumulate and protect my client's most valuable assets through various planning strategies. I tailor my services to each individual client by providing customized strategies to meet their needs, by taking a comprehensive fact finding and problem solving approach.
In servicing my clients I keep the focus on their goals and concerns in mind. While working together with my client's and their other advisors such as their attorney and/or accountant. Together we formulate strategies to help our mutual client address those financial concerns based on their individual circumstances. As a registered representative and investment advisor representative of Equitable Advisors, and as an insurance agent of Equitable Network, LLC, I can recommend the appropriate products and services to help implement those strategies.
I have conducted many seminars educating individuals and business owners. I have spoken at local organizations and associations. I have been awarded the National Leaders Corps, and Equitable Advisors Centurion award. I am a member of the National Association of Insurance, Financial Advisors, Society of Financial Service Professionals, Million Dollar Round Table, and a past Board Member/Founder of two Business Network International chapters.
I have built my career in the financial services arena. I joined Equitable Advisors,LLC in 2002. Prior to my employment with Equitable I worked in Group Insurance industry providing services to Fortune 500 firms. Through that experience, I gained a solid foundation of the insurance industry. I became exceptionally knowledgeable of products that help individuals manage their assets with the goal of increasing their net worth.
I was raised in Monmouth County New Jersey, where I currently live with my wife, Cari-Ann, and two sons in Marlboro, NJ. I was formally educated at Rutgers University, where I received a Bachelor of Science from the Rutgers Business School with a major in Finance and minor Political Science and was President of the Rutgers Finance Association. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors,LLC based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business. I hold the following registrations: FINRA Registrations: Series 7, 66, & Life & Health Insurance license.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Warton School of the University of Pennsylvania.Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Warton School of the University of Pennsylvania.