Chief Executive Officer
I graduated in 1989 from Wagner College where I earned a Bachelor of Science degree in Business Administration. I immediately entered the Investment world, where I have earned the Series 6, 7, 24, 63, and 66 as well as holding my Life Accident & Health License. Shortly thereafter I earned my designation as a Certified Financial Planner (CFP®), which allows me to be kept abreast of all necessary information which may pertain to my clients.
I have been married for over 28 years to my college sweetheart and we have 3 adult children, two of which work in the Finance Industry at Menna Wealth Planning Group Inc., and one who is finishing up his studies to become a Secondary Math Teacher.
Through the decades, I have assisted clients to achieve their financial goals and dreams, which is one of the most rewarding aspects of my career. My career has spanned over 3 decades and has placed me in the top percentile of people in the industry. Despite the fluctuations in the economy, having an open mind, comprehensive understanding and planning advantage of how the markets operate, allows me to help clients attain their goals.
Contact us today to meet with an advisor.