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The most important things to know about me as a consultant have little to do with my credentials. Yes, I’m required to let you know that I’m a Registered Representative, Investment Advisor Representative and financial consultant with Cetera Advisor Networks, but I’d rather you know that I’ve found a passion in guiding and educating people about their finances.

When I was growing up, my grandmother was an avid investor.

“It’s about ethics, Charles,” she used to tell me. “You have to do the right thing in the right way for the right reasons.”

She’d share quips like these to remind me that education and honesty was the best way to protect myself and make smart decisions. After starting my own business in college, I set out to learn everything I could to make informed financial decisions, and after more than three decades in the industry, I’m bringing that knowledge to you. 

Quick Facts

  • 30+ years in financial services
  • Comprehensive industry knowledge
  • Worked with Fortune 500 companies
  • Passionate about financial education

World-class Experience, Local Focus:

I take pride in doing things a little differently than your average financial planner or investment advisor. Whether you are just starting out, or are a Fortune 500 company, I offer the same attention to detail and commitment to helping you succeed.

Located in Voorhees, NJ, I am serving the Greater Delaware Valley as a financial educator and consultant. 

To set up a COMPLIMENTARY consultation, please fill out the form to the right, or call today at: (302) 239 2111!


Ultimately, you make your financial decisions. Having someone who offers informed, unbiased insight on your side can enhance the quality of the decisions you make in your financial future. As a financial educator and consultant, that's exactly what I do

We’re living in an on-demand world, and you’ve got more information than you know what to do with when it comes to everything from buying dog food to asset management, college planning, retirement, and investing. Information is power, but without the right tools to interpret the information you’re given, it’s of marginal value.

We’ll take all the information and options you’re given—from financial planners, investment advisors, lawyers, realtors and beyond—and assess holistically to answer the question: “What’s best for you?”