



With more than 30 years in the financial services industry—including leadership roles at several major banks—I bring deep experience in banking systems, mutual funds, and retirement plan operations. This broad background allows me to deliver clear, tailored strategies designed to support your goals at every stage of life.
My work is grounded in my belief that generosity is an expression of faith. I’m committed to using my knowledge to serve my community and to help you make confident, values-aligned financial decisions—while doing so as tax-efficiently as possible. My goal is simple: to equip you with the tools and guidance you need to create the future you envision for yourself and those you love.
Service has always been a meaningful part of my life. As a parishioner of St. Alphonsus Church, an active company member and commissioner of my local Fire Department, a father of five, and a grandfather, I understand the importance of patience, adaptability, and steady support. These experiences shape the way I partner with clients, knowing that your financial needs will shift and evolve over time.
As my team continues to grow, we have offices in Princeton, Marlton, and Tabernacle, NJ, we’re here to walk alongside you and your family—helping you pursue your goals with clarity, confidence, and purpose.
- B.A. Economics Fordham College
- CERTIFIED FINANCIAL PLANNER(CFP®)
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- 2024 Enos Parsell Memorial Award for Outstanding Service to the Montgomery Township Fire Department/ Fire Police
- 2025 & 2026 Five Star Professional Award Winner For additional information on this award, please visit Five Star award winner Richard Hopkins - Five Star Spotlight
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Life Underwriter®
- Fraternal Insurance Counselor
- Tax Planning Certified Professional®
- Series 7 - General Securities Representative
- Arizona
- California(Insurance Lic. #4547013)
- Colorado
- Connecticut
- Delaware
- Florida
- Montana
- New Jersey
- New York
- North Carolina
- Pennsylvania
- South Carolina
- South Dakota
- Texas
- Virginia
- West Virginia
Insights



Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.