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Personal Background

I was born and raised in Portland, Maine.  While I’ve spent the majority of my life in New York and New Jersey, I’m a New England Yankee by birth and temperament, with deep roots there:  My great-grandfather fought with the 20th Maine Regiment at the Battle of Gettysburg.  That heritage informs the values and characteristics that I hold and bring to my work as a financial planner:  integrity, hard work, fairness, pragmatism, common sense.

Professional Background and Credentials

I’m a former CEO, now enjoying a second career as the founder and managing member of McGovern Financial Advisors.  I’ve also served as an adjunct faculty member at Fairleigh Dickinson University in New Jersey, where I taught numerous courses to professionals seeking the CERTIFIED FINANCIAL PLANNER™ certification, including retirement planning, investment planning, income tax planning, and estate planning.

I hold a B.A. in English from Yale University and an MBA in Taxation from New York University.  I completed the Financial Planning Certificate Program at Fairleigh Dickinson University, where I subsequently taught for five years, and passed the rigorous CERTIFIED FINANCIAL PLANNER™ Examination administered by the CFP® Board.  I also passed the Series 65 Uniform Investment Adviser Law Examination, and my firm is a Registered Investment Advisor in the State of New Jersey. 

Before founding McGovern Financial Advisors, I enjoyed a 30-year career in professional law and tax publishing.  Among the positions I held were senior vice president at online legal publisher LexisNexis, and vice president of tax and accounting publishing at CCH, a unit of global publisher Wolters Kluwer.  I also served as CEO of Marquis Who’s Who LLC, publisher of the venerable Who’s Who in America.

I’m a member of the National Association of Personal Financial Advisors, the country’s leading professional association of fee-only financial advisors, as well as the Financial Planning Association, the largest membership organization for CFP® professionals in the U.S.

To see a 10-minute video interview with me by online Business Innovators magazine, simply  click here.

Schedule a Free Meeting Now

For a free initial consultation, please click the blue button above, email usor call us at (908) 789-9462