As a CERTIFIED FINANCIAL PLANNER™ professional I serve as a coach and advisor to my
clients helping them to make smart decisions about their money and to achieve the goals
most important to them. Together, we set strategies for the accumulation of wealth, the
protection of wealth and the distribution of wealth.

I am a 1990 graduate of Moravian University earning a BA in Economics, and a graduate of
The American College of Financial Services® where I obtained the Chartered Financial Consultant® designation. I hold the Series 6, 7, 63, and 65 Licenses, as well as Health, Life, Disability, and Long-Term Care Insurance Licenses.

My family and I are active contributors and supporters of Children’s Hospital of Philadelphia
(CHOP) and various pediatric cancer charities and research organizations. I also graciously
participated in the Leukemia and Lymphoma Society’s Man and Woman of the Year Campaign. We have made this commitment to support and give back to the people and organizations who provided care to our family in gratitude after the real impact of their purpose
was needed too close to home.

As an avid outdoorsman, I enjoy golf (most of the time), all types of fishing, and tennis.
I have successfully competed in many offshore fishing tournaments and along the way
earned the 50-ton Master Captain license endorsement from the U.S. Coast Guard in 2008.
These days, my time on the water is mostly spent in tandem kayaks on calm rivers and
lakes that provide ample napping opportunities as my daughter paddles.