OJ joined the Watermark Wealth Strategies team in 2012. Born and raised in Long Island, NY, OJ attended NYIT University. He moved to Arizona in 1994 where he met his wife Lisa. Prior to starting with the firm he held a position and retired as a Detective with the Phoenix Police Department after a 20 year career.
His focus has always been on client relationships and providing platinum level service in all aspects to his clients. OJ has helped to establish great client relationships, and looks forward to nurturing them for years to come. He is also proud to share an office with longtime friend and Watermark Wealth Strategies founding partner, Kyle Richardson. OJ’s professional registrations include his series 7, 66 and Life, Health, and Variable Annuity licenses with the state of Arizona and is registered in 15 other states.
Outside of work, OJ loves to spend time with his wife Lisa, and their two children, Jake and Emma. He has been a baseball and soccer coach for several years and now enjoys spending time watching his kids play the sports they love.