Professional
I began my career as a Financial Advisor in 2003 with Northwestern Mutual Wealth Management Company. My practice specializes in risk protection/estate strategies, wealth management, and retirement planning. My team has access to a Network of Specialists who act to provide contemporary solutions using world class insurance services and internationally recognized investment products.
The Marshall Financial Group has represented Northwestern Mutual and the open market since 2003.
I grew up in Bergen County, NJ and graduated from Fordham University in 2004. Thereafter I began my career with Northwestern Mutual. I enjoy travel, food and golf. Currently, I reside in Manhattan, NY.
Achievements
- Forum Producer, 2010-2011, 2013-2016
- Top 10 in Life Insurance Face Amount, 2010 & 2014
- Top 100 New Clients
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Finance | Fordham University |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
National Association of Insurance and Financial Advisors Quality Award 2012-2014
Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2008-2009
Award recognizing persistency and performance
National Sales Achievement Award 2009
Award recognizing performance