I have been providing tax-efficient financial and estate planning to clients for more than 22 years. After I graduating from Seton Hall University in 1985 with a Bachelor of Science in Accounting, I passed the CPA exam on my first attempt and began my career in the tax department of Deloitte & Touche. I attained my Master of Science in Taxation in 1992 and left Deloitte in 1993 as a Tax Manager to start my tax compliance and consulting practice.
I formed Summit Asset Management, Inc in 2000 to provide tax-efficient financial services. In 2004 I earned the CFP® certification. Over the last 20 years, I was a frequent contributor to the Biz Brain column and “Get With the Plan” in the business section of the Sunday Star-Ledger.
I was a former Board Member and Treasurer for the Colonial Crossings Chapter of the American Red Cross.
Outside of the office, I can be found on early morning runs, searching for New Jersey's best Italian restaurants, and enjoying quality time with my family