The advisor listed is an Ameriprise financial advisor in Florham Park. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am a native of Morristown, New Jersey, and have been a financial advisor since 2008. I am a graduate of Binghamton University, where I earned my Bachelor of Science degree in Business Administration, with a Concentration in Finance. I hold the CERTIFIED FINANCIAL PLANNERTMcertification; awarded by the Certified Financial Planner Board of Standards, Inc. I earned my Chartered Retirement Planning CounselorSMdesignation from the College of Financial Planning. I work with clientele comprised of affluent families, successful business owners, and retirees who value the goals-based wealth management and financial planning approach I bring to the relationship. My process is centered on the understanding of clients' needs which allows me to address all phases of the wealth life cycle: accumulation, preservation, and distribution. Working with each client, I aim to assist them in the pursuit of their goals and utilize financial planning to make sure their needs are being addressed and met. My passion is providing financial planning advice and guidance to families who care for loved ones with specials needs. Pulling from firsthand experience, I understand the time and dedication it takes when caring for a love one. My focus is to help provide a personalized financial plan and peace of mind for the caregiver and create a planning relationship so they can focus less on finances and more on their family.