I provide independent, objective, and comprehensive wealth management services centered on my clients’ ever-evolving goals. Experience has taught me the value of presenting the big picture to my clients to help them understand and analyze all the details amid the complex moving parts.

I feel privileged to be able to use nearly 40 years of experience and perspective to help my clients achieve their goals. In more than 20 years as a financial advisor, the shifting markets have reinforced the message that risk management and planning are crucial for financial health. By focusing on each of my client’s needs, I’m able to help them develop a plan and investment approach that’s tailored to their needs. Whether they are individuals, trusts, or businesses, it’s always necessary to focus on risk, communication, education, planning, and execution.

Before my career in financial services, I was a business owner and consultant in both domestic and international markets. I worked on developing, analyzing, and explaining the economic costs and competitive impacts and risks of business decisions. The same analysis, education, and risk assessment are applicable to my work with clients today.

Committed to helping improve the lives of others, I have always been actively involved in non-profits as both a board member and a participant. I currently serve as the Chair of the Board of Directors & Trustees of Jewish Family and Children’s Services of Greater Philadelphia. I am also a member of US SIF (The Forum for Sustainable and Responsible Investment), the Urban League of Philadelphia, Philadelphia Estate Planning Council, the Financial Planning Association, and the Greater Philadelphia Chamber of Commerce.

I earned an MBA in Finance (with concentrations in investment management and corporate finance) and a Bachelor of Arts in Economics (with concentrations in econometrics and economic history) from Temple University. I am also a Chartered Retirement Plan Specialist℠ (CRPS®).

I live in Center City Philadelphia with my wife, nearby to my four children and three grandchildren. In our free time, my wife and I enjoy golfing, eating out, exercising, and traveling.


Business Experience
Wells Fargo Advisors, Financial Advisor – May 2017 to Present
Morgan Stanley, Financial Advisor – May 2005 to May 2017
Janney Montgomery Scott, Financial Consultant – May 2002 to May 2005
Economic Decisions, Inc., President – May 1993 to May 2002
Bell Atlantic (now Verizon), Manager – May 1982 to May 1993

Education
M.B.A. – Finance, Temple University 1982
B.A. – Economics, Temple University 1980
Chartered Retirement Plans Specialist℠ (CRPS®)

Securities Registrations
Series 7, 66, and 31
Health and Life Insurance Licensed

Professional Associations
Philadelphia Estate Planning Council
Financial Planning Association
US SIF – The Forum for Sustainable and Responsible Investment
Greater Philadelphia Chamber of Commerce
African American Chamber of Commerce - Pennsylvania, New Jersey, Delaware