When I started in the business in 2018, I quickly began to realize all of the areas that we could help clients. As my business grew, I knew I couldn't do it alone. I decided in 2021 to join Anthony Accetta and Leigh Murphy. Leigh Murphy is our Licensed Sales Assistant and is committed to our client relations, event planning and daily business operations. We all work around the clock, building a strong foundation with our clients.  With our combined 40 plus years of experience, we have developed a team advisor approach to meeting and servicing clientele so that everyone we work with feels comfortable with either advisor.

We have gone through many changes and company restructures (from First Investors to Foresters and now Cetera). These changes only brought upgrades to the tools we can provide to clients. We now offer vast life insurance solutions, many mutual fund platforms, annuities, and just about any retirement solutions out there.

We pride ourselves with doing what is best for our clients to make sure they are receiving the highest level of service.  To do so, we work with tax professionals, attorneys notably, Pierro Connor & Strauss LLC, and many other financial professionals. We love hearing about clients’ goals, families, stories, passions, and even fears because at the end of the day we are all human and servicing our clients holistically will provide a healthy and financially sound path for them. We look forward to continuing to help our clients and those they love into the future.  

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