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.


CA Insurance License 4114820, Resident State PA

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.


CA Insurance License 4271926, Resident State PA