With over 30 years of proven experience in helping individuals and families grow and maintain their wealth, I co-founded Wealth Management Group, LLC, where I proudly serve as Managing Partner. At Wealth Management Group, I lead the retirement and estate planning division, focusing on risk management to provide smart financial services to a diverse array of clients. My clientele includes professional musicians, television actors, investment bankers, business owners, corporate executives, and retirees.
In addition to my work with individuals and families, I have also served in an advisory and consultant capacity on risk management issues for hedge fund and private equity firms. My expertise has made me a sought-after speaker for television and radio on various aspects of financial services. I have appeared on CNBC Television discussing Estate Tax, Retirement, and Investment Strategies, and have been featured on Bloomberg Information Radio, Investors’ Business Daily, Smart Money Magazine, and Readers Digest Magazine. Additionally, since 1995, I have hosted a weekly radio talk show, "Your Financial Future," which airs on three stations weekly. I am a staunch advocate of continuing education and frequently make presentations to attorneys and CPAs on various financial topics.
Community and family are as important to me as financial services. I am an active community and civic volunteer, regularly helping feed the needy, raising money for handicapped citizens, and coaching youth sports. My wife, Michele, and I also volunteer for various animal rescue organizations in our community. One organization I am particularly proud to be associated with is CASA of Union County, a non-profit that advocates for children’s rights in the foster care system. I had the honor of serving as President of this organization for many years. I firmly believe that with a genuine interest in your community, you can build stronger personal and professional relationships