Personal
My wife, Freda and I have lived in Northern NJ since 1974. We lived in Fair Lawn for 12 years, then Wyckoff for 10 years and now that we're "empty nesters"--Mahwah for the past 12 years. Our children, Dan and Joanna both graduated Ramapo HS, and graduated from Lehigh University and Cornell University, respectively. Joanna completed a degree in Law at Case Western Reserve University where she met her husband, Josh. They are now living in New Jersey raising our grandson, Gabriel while she works for JP Morgan Chase in their Trust area in New York City and Josh works in New Jersey as an Intellectual Property attorney for Lerner, David, Littenberg, Krumholz & Mentlik LLP. Dan is managing the business development function for InMobi in New York City pursuing his passion in the media and technology world.
Freda is a psychiatric social worker conducting psychiatric evaluations for organ transplant candidates at Hackensack University Medical Center.
Freda and I enjoy riding our tandem recumbent bicycle whenever we can. I enjoy tennis, amateur radio, and digital photography.
Professional
I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.
Years of Experience
Representing Northwestern Mutual since 1974.
Education
Case Western Reserve University - Management (Bachelor of Science)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
