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Fun Facts:
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I moonlight as a TV and film producer.
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My favorite movie is Wall Street.
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I believe to laugh is to live.
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Fall = Football; hence my favorite season
My qualifications and Associations:
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Licensed Insurance Agent
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Certified Divorce Specialist (CDS®)
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Financial Planners Association
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Estate and Financial Planning Council of Southern New Jersey
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National Association of Divorce Professionals
OUR CEO
My professional career began as an auditor at Deloitte in Philadelphia, after graduating with a B.S. in Accounting from Penn State’s Smeal College of Business. In 1997, after three years with Deloitte, I was hired as a junior financial advisor at a boutique financial planning firm in Philadelphia. Right away, I knew I had a passion for helping clients achieve their financial goals.
Soon after, I earned an MBA in Finance from Temple University’s Fox School of Business while attending evening courses, and later completed my CFP® certification. In 2002, the firm grew significantly and merged to become Abacus Wealth Partners. I became a Principal the following year.
My primary roles at Abacus included financial planning, business development, investment management and research, client service, as well as tax and insurance planning. Over time, I became the firm’s tax expert and played a major role in its private investment group. My clients included privately held business owners, athletes, physicians, executives of publicly traded companies, and more.
That foundation — more than two decades in financial services — gave me the experience and perspective to start a company of my own. In 2020, amidst a global pandemic and a stock market sell-off, I established Full Court Strategic Wealth, LLC, a New Jersey–registered investment advisory firm (RIA). Our services include tailored investment management, comprehensive financial planning, and strategic financial consulting for a diverse clientele. I work closely with clients who are focused on long-term financial success and willing to take the necessary (and often difficult) steps to get there. A few of my greatest strengths include the ability to connect, listen, and truly understand what people care about; I often find it’s much deeper than just financial wealth.
At Full Court Strategic Wealth, providing individualized financial planning designed to simplify complex financial lives and create lasting peace of mind, is a focus. Clients often hire us when seeking an objective and trusted financial planner to help guide them through major financial decisions with clarity and confidence. Every client receives personal attention, and a strategy tailored to their unique goals—from building generational wealth, protecting family security, and/or aligning investments with a long-term vision, just to name a few. My focus is always on the big picture, bringing together investments, tax strategy, insurance, and estate planning into one comprehensive plan so clients can stay focused on what matters most.
I use globally diversified, low-cost investment strategies that target proven market factors—value, size, and profitability—and pair them with proactive tax planning to help clients keep more of what they earn. My clients trust me to look at every aspect of their financial picture, and insurance is one of the most important components. That dedication led me to expand my expertise with certifications in disability, long-term care, life insurance, and annuities so I can better protect what matters most—their families, goals, and future.
My family resides in Cherry Hill, NJ. I love traveling with my family, especially to the West Coast. In my downtime, I enjoy fitness training, pickleball, playing with my dog, and creating memorable moments with my family.




