Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Community Involvement
We are committed to engaging with our local community and finding new ways to be involved, help and give back.
Jeremiahs Catering & Cooking Studio
It was fun hosting a few clients at Jeremiahs Catering & Cooking Studio for Ravioli Night!
Janney ELITE Conference - Clarifi Fundraiser
At our #JanneyELITE conference, we raised nearly $10,000 to benefit Clarifi, an organization that empowers people to achieve their goals through financial education, counseling and other supportive services. Thank you to #TeamJanney for your incredible efforts.
2022 Non-Perishable Food and Personal Hygiene Drive for Oasis
WE DID IT! With all of your generous donations the Hackensack branch was able to collect non-perishable food & personal hygiene products for Oasis - a haven for women & children located in Paterson, NJ. We can't thank you enough for helping us provide much needed assistance to a well-deserved community organization.
Video Resources
The Rule of 72
Learn about the Rule of 72 and how it can be helpful.
The Latte Habit
A small amount can make a big impact on your finances.
The 1 Percent Difference
Saving more can be as easy as one percent.
Industry Events & Professional Development
Janney ELITE Advisor Conference 2023
In January 2023, I attended the Janney ELITE conference and enjoyed exploring this year's theme "Leading the Way." I'm excited to continue my pursuit of exceeding client expectations by implementing what I learned about industry trends, the market & economy, practice management, and more.
Kickoff for Janney ELITE 2023 Panel
It was exciting to kick things off at the 2023 Janney ELITE conference! This year's theme is "Leading the Way". It was fun being a speaker on a panel with my colleagues to discuss our best practices regarding financial planning.
Janney Virtual Open House - 2022
In December 2022 I was able to participate in a virtual Janney Open House where I got to talk about how Janney is a great organization for me and my clients!
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.