I am a Certified Financial Planner® and Senior Partner at C&A Financial Group. For over 20 years my primary responsibilities have been to serve as a visionary and leader dedicated to helping my clients achieve ULTIMATE financial success. Specializing in holistic accumulation planning, distribution and retirement living strategies, legacy planning, and risk management, I dedicate my life to my family, serving my clients and striving to have an impact on my community.
Prior to joining the firm, I worked as a Senior Consultant for Accenture, gaining invaluable experience that has shaped my approach to financial planning. I hold a Bachelor's degree in Business from Widener University and have achieved my Certified Financial Planner® designation from The American College of Financial Planning. .
What excites me the most is the astounding number of families we impact. While it wasn't always this way, as I've grown older and my practice has matured, I've witnessed firsthand the transformative effects of our planning. Whether helping clients execute on their American Dreams or guiding them through challenging situations, our work truly makes a difference. What I enjoy most about my job is the opportunity to meet and spend time with my clients daily. I believe the greatest value I can provide is clarity and a mindset that benefits my clients, not the banks or financial institutions. I currently reside in Medford, NJ, with my wife, Paige, and our children, Brian and Abby. Outside of work, I volunteer for The Emmanuel Cancer Foundation, a NJ-based organization that supports families battling pediatric cancer. I am also active in the LIONS organization and a member of Finseca and NAIFA, which are industry-specific groups. My personal passions include travel, food, and golf. My family and I love road-tripping and have set a goal to visit every state in the country before my son graduates high school. We've already visited about 40 states and have four more years to go! We are avid travelers who love to experience the world. I also enjoy cooking and baking, and my homemade wood-fired pizza is a hit among friends and family.