Over 20 years of experience helping clients prepare and pursue their financial goals and dreams.
Every successful financial strategy starts with an excellent client relationship. My mission and values include exceeding my client’s every expectation.
I use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on objective recommendations and professional guidance based directly on your needs and goals.
I began my finance career in May 1998 at AXA Advisors / Equitable.
In October of 2010 I became an Independent Financial Advisor and created DJP Financial first partnered with Voya, and now at LPL Financial.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
By appointment only
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The LPL Financial Registered representative associated with this website may discuss and/ or transact business only with residents of the states they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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