3600 Route 66,
After spending the first 10 years of my professional career with a Fortune 500 company as a Cost and Project Manager, I took that knowledge and transitioned to personal financial planning 2011. In 2012 I had the opportunity to partner and learn from one of the top CFP’s in the country. After 8 years there, and with an eye on returning closer to home, I knew it was time for me to go out on my own.
Birds Eye Wealth is the culmination of everything I have learned, both good and bad, over the past 20 years in corporate and personal finance and planning. My process continues to evolve and today it is a truly comprehensive and macro (bird’s eye) view of your finances. With the macro view in focus, we continue to drill down and address the specific, or micro concepts to ensure a self-completing and thorough financial plan. Your plan includes risk management, investment management, tax strategies, behavioral finance strategies and, most importantly, goals based financial planning.
Before I get to know you, here is a little bit more about me. I graduated Summa Cum Laude from Rider University where I was a 4-year member and captain of the baseball team. I’m actively involved in my Howell community spending much of my free time as a volunteer baseball coach for my son and other youth players throughout Monmouth County. I’ve been an active fundraiser for the Special Olympics and Wounded Warrior through my 7 Tough Mudder events that I have competed in. However, the cause most near and dear to my heart Is being the President of the BJ Thomas Memorial Scholarship Foundation. BJ was an amazing friend and fellow Howell coach that we lost way too early. You can learn more about BJ and the foundation here.
VP of Client Relations
I came to the firm with a varied background having worked in Administrative Support, Human Resources, and Marketing for financial, engineering and construction companies. I originally became the executive assistant for Rob at our previous firm in 2015. I was instrumental in the growth that allowed Birds Eye to become a reality and am a trusted ally for all our clients. I facilitate the preparation, opening, implementation and maintenance of accounts. I also am a secondary point of contact for Rob's clients to ensure that the clients' questions and requests are always handled in a responsive manner
I studied political science at the Catholic University of America in Washington, DC. I also attended the Institute for Culinary Education, graduating at the top of my class.
Insurance and Tax Specialist
I am a Registered Agent with the Internal Revenue Service and also a member of the National Association of Tax Preparers (NATP). I have owned Brendan’s Tax Service, located in Yardville NJ, for 31 years. Brendan’s Tax Service is very well known and respected in the Mercer County area. I am known for providing personal financial guidance to both individuals and businesses. My expertise ranges from basic tax management and accounting services to more in-depth business solutions. I provide heightened tax and insurance advice on each financial plan that comes through our company.
In my free time I am an active member of both the Bordentown Elks Lodge 2085 and Yapewii yacht club. I enjoy boating and fishing as well along with my wife.