Strategic Partner

• Feb 2020 - Present

Financial Advisor/Investment Advisory Representative

• Feb 2020 - Dec 2022

Tomorrow's Financial Services is a financial services organization offering a full line of insurance and investment products, along with mortgages and comprehensive financial planning services. With offices nationwide, we are home to 325 affiliated independent financial consultants who are fully licensed and qualified to provide our full line of products and services. Tomorrow's Financial Services is a financial services organization offering a full line of insurance and investment products, along with mortgages and comprehensive financial planning services. With offices nationwide, we are home to 325 affiliated independent financial consultants who are fully licensed and qualified to provide our full line of products and services.

Financial Planner/ Investment Advisor Representative

• Jul 2014 - Feb 2020

I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies I provide total financial needs analysis through a network of experienced professionals with expertise in: • Advisory services • Retirement analysis and programs • Estate strategies • Employee benefit and retention services • Business continuation strategies

Financial Services Representative/Financial Advisor

• Jul 2014 - Jul 2016

Provide wealth management solutions to individuals, families, and business owners to achieve their financial goals. Using an holistic approach, solutions for his clients include investments, insurance, retirement, estate and tax investment, intergenerational wealth transfer and educational savings planning. Provide wealth management solutions to individuals, families, and business owners to achieve their financial goals. Using an holistic approach, solutions for his clients include investments, insurance, retirement, estate and tax investment, intergenerational wealth transfer and educational savings planning.

Partner

• Jun 2012 - Jun 2014

Provide wealth management solutions to individuals, families, and business owners to achieve their financial goals. Using an holistic approach, solutions for his clients include investments, insurance, retirement, estate and tax investment, intergenerational wealth transfer and educational savings planning. Invesement products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Florham Park Wealth Advisors, LLC is a separate entity from WFAFN. Show less

Senior Director-Investments

• Aug 2008 - Jun 2012

I have a practice committed to helping high new worth individuals and business owners achieve their long-term financial goals, using a comprehensive, planning-based approach. I have a practice committed to helping high new worth individuals and business owners achieve their long-term financial goals, using a comprehensive, planning-based approach.

Vice President/Investments

• Apr 2002 - Aug 2008

Vice President-Investments

• Oct 1995 - Apr 2002