Working closely with clients to help them make decisions that matter is my passion. I find joy in the daily learning experiences that come with each unique case, and I'm driven by the challenge of mastering new industry knowledge, products, and planning techniques. My journey into financial services was inspired by my parents, who, despite earning a good income, lacked the insight to save and plan properly. Witnessing their struggles motivated me to help others avoid similar pitfalls.
As a holistic planner, my focus is on understanding the full picture to identify any gaps or lack of coordination in overall financial plans. This comprehensive approach allows me to provide clients with a sense of security, knowing that they have an advisor committed to their best interests.
Originally from Connecticut, I've called Bucks County home for the past 35 years, with Doylestown holding a special place in my heart. My wife, Juliet, and I enjoy spending time with our two children, Fiona and Brexton, whether it's relaxing by the pool or enjoying a night by the bonfire. Our family shares a love for racing, and we relish traveling together to Formula 1 races.
Before 2018, I spent 16 years in the footwear industry, selling to high-end fashion retailers across the country. My ability to connect with people led me to pursue a career in financial services, where I could deepen relationships by helping clients grow and protect their financial futures. Building on core values of integrity, trust, and accountability, I am passionate about being a trustworthy and vital component of my clients' financial longevity.
Using a serve-first philosophy, my goal is to build lasting relationships and provide clients with the confidence that they have a dedicated advisor capable of securing their financial well-being at every stage of life. I hold Series 7 and 66 licenses and am a Certified Business Exit Consultant, equipping me with the knowledge to understand finance and its impact on clients' lives and businesses.