I grew up in the beautiful beach town of Southampton, NY; catering to wealthy, “city” people. I dreamed of one day living and working in the Big Apple and hoping to experience the hustle & bustle, glamour and financial opportunity that came along with it. I received my bachelor’s degree in accountancy from Villanova University in 1990 and worked for Deloitte and Touches’ Parsippany, NJ office for three years where I earned my CPA license and gained invaluable experience as an auditor. In 1993 my dream came true! I moved to New York City taking a position in the controller’s group with Lehman brothers which is known for its infamous collapse during the financial crisis of 2008.
I left Lehman in 1996 to join UBS where I helped coordinate the North American Budget process and eventually worked on the trading floor supporting a branch of the fixed income desk. This is where I began to envision what I was I meant to do with my career; to invest and help individuals achieve their financial goals. Fate eventually led me back to the Philadelphia area where I enrolled as a Financial Advisor Trainee with PaineWebber during the technology bubble of 2000. Those first few tumultuous years in the business taught me the value of having a disciplined process and strategy so I became a Certified Financial Planner helping others identify their wealth goals and implementing detailed financial plans to guide them through challenging times.
Outside of the office, I am the father of two teenage boys, one of whom is currently enrolled at Arizona State University studying Financial Planning and the other is a freshman at The Shipley School. I was married to my wife Annie in November of 2023 and now also have two terrific step-children, I spend my time away from the office watching my younger son play soccer, golfing, snowboarding, traveling and tossing a frisbee to my Boston Terrier.
Services Include
- Wealth Management
- Financial Planning
- Retirement Planning
- Asset Management
- 401(k) Rollovers
- 529 Plans
- Life Insurance
- Long Term Care Insurance
Securities Agent: MT, IN, PA, CO, AZ, TN, FL, CT, NJ, NE, KY, AR, OR, NY, NC, CA, TX, NV, NM, HI, DE, UT, VA, SC, RI, MD, IL, DC, MA, WI, WA, ME; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1285137