Focus

My goal as a Financial Advisor is to help my clients achieve financial security.

As a young person I was fortunate enough to have parents who always handled financial affairs in a prudent manner.  Sadly, this was not the case with other family members.  I was given an opportunity to observe first-hand that people with a plan in place to handle their financial affairs prudently have lower stress levels and an opportunity for more satisfying lives.  I have over 35 years of experience as a Financial Advisor and feel a great deal of satisfaction and pride in providing a sense of stability and security for my clients.

Background and experience

My education includes a Bachelor of Science from Elizabethtown College and MBA with a concentration in Finance from Lehigh University.

Prior to becoming a Financial Advisor, I was an account manager with Morris, Wheeler and then worked as an Agent for Northwestern Mutual Life Insurance Company.

I have a passion for helping clients with their holistic wealth planning needs.  Our team provides tax efficient, cost-effective wealth planning strategies that extend beyond traditional investment management.  I am a CERTIFIED FINANCIAL PLANNER^TM.  As a CFP^® professional I am committed to following the highest standards of care, always putting the needs of my clients first.

Away from the office

My wife and I have two children and live in Horsham Township, PA. I enjoy staying active and playing guitar, tennis, pickleball, and golf.

Focus

I have 14 years of experience as a Financial Advisor, bringing together my passion for helping people achieve their financial goals and my background in finance. I work with successful individuals, families, business owners, and executives to turn strategies into action plans designed to build towards their desired financial future.

Background and experience

I attended Boston University, where I received my undergraduate degree in Business Administration and Management.  I started my career as an Analyst with Duff & Phelps in New York City. As I recognized my interest in working directly with people to achieve their financial goals, I made a career pivot and joined Wells Fargo Advisors.  A few years later, I undertook the rigorous coursework necessary to earn my CERTIFIED FINANCIAL PLANNER^TM certification, and I adhere to the CFP^® Board's Code of Ethics and Professional Responsibility.

As a Financial Advisor and CFP^® professional, I work with my clients to develop personalized long-term investment plans, approaches for insurance planning and risk management, as well as retirement, employee benefits, and estate planning strategies.

Outside the office

My wife, Needhy, and I spend many of our evenings exploring new restaurants in Philadelphia.  I thoroughly enjoy sharing my lifelong love of Philadelphia sports with my wife, who I have slowly converted to an Eagles fan.  Additionally, I’m an avid traveler who has been to all seven continents - my most recent expedition was to the Arctic where I was lucky enough to spot several polar bears in their natural habitat.

Focus

With over ten years of experience in the financial services industry and six as a Financial Advisor, I enjoy working with clients to create and implement personalized, goal-based investment plans. Growing up, I admired my father’s passion for helping clients, which is how I first became interested in financial planning.  Since then, I have been fortunate enough to apprentice under him to develop a skillset which I have since built on and refined.

Background and experience

I graduated from Drexel University in 2012 with a degree in Finance.  Following graduation, my first real-world experience was as a commercial credit underwriter for Team Capital Bank in Newtown, PA.  I then joined Wells Fargo Advisors in 2013 as a Registered Client Associate, became a Financial Advisor in 2017 and have been with our team ever since.

Continuing my career development, I earned my CERTIFIED FINANCIAL PLANNER^TM, (CFP^®) professional certification, which involves completing hundreds of hours of rigorous coursework and examinations administered according to the Certified Financial Planner Board of Standards.

Now, as a Financial Advisor and CFP^® professional, I work with my clients to build integrated wealth management plans designed to address both short-term and long-term goals.  Each plan involves key planning disciplines including tax efficient investment strategies, retirement planning, estate planning, and insurance.  I also have experience with helping business owners create employer-sponsored retirement plans.

Away from the office

My wife Nicole and I are family focused and are expecting our first child in June of 2023. In my spare time I enjoy golf, fitness training and weightlifting. We live in Fort Washington, PA.