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 PLANNERTM, (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