AJ serves as a Private Wealth Manager working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With over 20 years of experience in the financial services industry, AJ offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, AJ was a Senior Client Advisor for an independent Registered Investment Advisory firm where he served high-net worth individuals and families.
AJ earned a Bachelor of Science degree in Accounting from the University of Scranton. He also earned a Master of Business Administration concentration in Finance from The George Washington University. AJ is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
AJ and his wife Vina reside in Raleigh, NC and have two children – Anelisse and Elyana. In his spare time, AJ enjoys traveling, being active and playing sports, and spending time with his family and friends.
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