I am both a Certified Public Accountant and a Certified Financial Planner. My practice includes tax preparation and planning as well as comprehensive financial planning for individuals and small businesses. Therefore, I am able to factor in tax related issues when performing financial planning services. I am a Rutgers University graduate with a degree in accounting and began my career as a Certified Public Accountant working twelve years as the CFO for a large regional public consulting firm, Sibson and Company, specializing in tax planning for corporations and individuals.
Personal
I currently reside in Lawrenceville, New Jersey with my wife Judy. I have been a resident of the Lawrence community for over
35 years and a longtime member of the AICPA and NJCPS. From 1991 - 1998 I served as Treasurer for the Lawrence Township School Board of Education. Our son, Andrew, graduated from Rutgers University and works for a large Publishing firm. Our daughter, Stephanie, is currently an 5th Grade Social Studies teacher on the west coast.
