Confidence | Experience| Tradition


Established in 1988 our Firm has been servicing clients for over 20 years.  We specialize in Consumer and Small Business services.

Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives.  We’re in the business of building long term, solid relationships that are based upon trust and quality client service.

Our staff is comprised of experienced professionals with a “hands-on” approach to investment planning.  They are dedicated to providing the sound guidance, expertise and customer care that is required to help our clients meet their financial goals. 

If you have any questions or would like to meet to discuss your financial goals, please contact us.

Thank you for exploring our Website and becoming acquainted with us.

Mission Statement

Mission Statement:  To Provide Quality, Timely and Affordable Service to our valued clients. Established in 1988, we have a wealth of experience and resources that are made available to clients of the firm.


  • Everbank Advisor offering personal and commercial banking products and services
  • Registered Representative with Cetera Financial Specialists LLC
    • Currently hold the following FINRA Securities Licenses:  Series 6, 62, and 63
    • Licensed to sell securities in NJ, NY, NC, VA
  • Investment Adviser Representative with Cetera Investment Advisers LLC
  • Licensed Insurance Producer Personal Lines
  • Bachelors Of Science in Management Science And Accounting; Kean University
  • Licensed Business Education Teacher (State Of New Jersey)
  • Certified Paralegal / National Association Of Paralegal ABA Approved Program
  • Licensed Real Estate Broker/Owner With E&J Realty Group, Inc.
  • Notary Public (State of New Jersey)

Professional Organization:

  • Roselle Chamber Of Commerce
  • National Association Of Realtors
  • NJ Association Of Realtors
  • Greater Union County Association of Realtors


  • Roselle Zoning Board  (1998-2000)
  • Roselle Planning Board (Alt) (1998-2000)
  • Economic Development Committee (Present)
  • Coach Roselle Soccer (2000-2010) -  (U8 League)
  • Abraham Clark H.S. Advisory Board (Present)


  • Dedication to Duty Award Internal Revenue Service
  • Certificate Of Achievement (Cash Award) Internal Revenue Service
  • Certificate For Most 7% Listings Weichert Realtors