With over 22 years of experience, I specialize in delivering tax-efficient financial and estate planning services to my clients. I graduated from Seton Hall University in 1985 with a Bachelor of Science in Accounting and passed the CPA exam on my first attempt. My career began in the tax department at Deloitte & Touche, where I advanced to Tax Manager. In 1993, I founded my own tax compliance and consulting practice.
In 2000, I established Summit Asset Management, Inc., to provide comprehensive, tax-efficient financial services. I furthered my expertise by earning the CFP® certification in 2004. For over two decades, I was a regular contributor to the Biz Brain column and the Get With the Plan feature in the business section of the Sunday Star-Ledger.
I previously served as a Board Member and Treasurer for the Colonial Crossings Chapter of the American Red Cross.
Outside of work, I enjoy early morning runs, exploring New Jersey’s finest Italian restaurants, and spending quality time with my family.
