About Me
I have been working in the financial services industry for 20+ years and love the field. It’s a great feeling to open new possibilities to those who are worried about their financial future. Currently, I live in Penn Township with my wife, Victoria, and dog, Bronx.
Education
Pennsylvania State University, B.S. in Business Administration and Finance
Licenses and Accreditations
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Planning CounselorSM (CRPC®)
- Series 7 and Series 66 securities registration
- Pennsylvania Life Insurance License
My Philosophy
My philosophy of financial planning begins with assessing a person’s goals and objectives and then best determining a plan to help them attain their aspirations through asset allocation, diversification, and tax-management strategies — while mitigating risk. I think of investing for specific goals as a process, not a transaction. This is why I meet with clients on an ongoing basis; to assess the progress toward those goals and making any necessary adjustments to help them stay on track for realizing their objectives. I focus not only on the accumulation phase, but also on the distribution phase, which is just as important.