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About me

As a wealth planner, I provide advice on complex estate, business, and other wealth planning issues. I work with a team of specialists in investment management, trust and banking services to help clients achieve their financial objectives.

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Practice areas

Licensed

  1. Business: 70%
  2. Commercial Real Estate: 30%

Payment

Payment types:

Check, Credit card

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Contact info

PNC Bank, N.A.

115 West Century Road
Suite 115
Paramus, NJ, 07652

Resume

License
StateStatusAcquiredUpdated
NYCurrently registered 200703/07/2016
NJActive200606/25/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Rising StarSuperLawyers2014
Rising StarNew Jersey Super Lawyers Magazine2013
AV Peer Review RatingMartindale-Hubbell2013
AV Peer Review RatingMartindale-Hubbell2012
Work experience
TitleCompany nameDuration
Wealth PlannerPNC Bank, N.A.2014 - Present
AssociateSteinbach & Associates, P.C.2009 - 2014
Staff AttorneyFlemming, Zulack & Williamson2006 - 2009
Summer AssociateOgletree Deakins Nash Smoak & Stewart2005 - 2005
Title ExaminerAttorneys Title Services Inc.2001 - 2003
Associations
Association namePosition nameDuration
Hudson-Bergen Inn of Transactional CounselN/A2012 - Present
New Jersey State Bar AssociationN/A2011 - Present
New York State Bar AssociationN/A2006 - Present
Education
School nameMajorDegreeGraduated
American University, Washington College of LawLawJD - Juris Doctor2006
Binghamton University, Harpur College of Arts and SciencesPhilosophy, Politics and LawBA - Bachelor of Arts2001
Speaking engagements
Conference nameTitleDate
New York City Bar AssociationBasic Estate Planning2014
Hudson-Bergen Inn of Transactional CounselNew Jersey Estate Planning2014
New York City Bar AssociationBasic Estate Planning2013
New York City Bar AssociationRepresenting a Buyer or Seller of an Ongoing Business2013
New York City Bar AssociationBusiness Formations For Small & Emerging Companies2013
New Jersey Institute for Continuing Legal EducationRepresenting a Buyer or Seller of an Ongoing Business2013
myLawCLESelecting the Proper Corporate Entity for New Businesses2013
Estate Planning in New Jersey - Why You Need a Will and Other Estate Planning DocumentsEstate Planning in New Jersey2013
Estate Planning in New Jersey - Why You Need a Will and Other Estate Planning DocumentsEstate Planning in New Jersey2012