For more than 20 years, I have helped individuals and families navigate important financial decisions with greater confidence and clarity. I specialize in retirement planning, investment strategies, and helping clients create personalized plans designed to support their unique goals and priorities.
I believe financial planning is about more than numbers. It's about understanding what matters most to each client and building strategies that help them work toward the future they envision. My goal is to simplify complex financial decisions and provide guidance that helps clients feel organized, informed, and confident.
In addition to earning the Retirement Income Certified Planner® (RICP®) designation, I hold a Certificate in Retirement Planning from The Wharton School and a Holistic Financial Planner certificate from Columbia University.
A native of Havertown, Pennsylvania, I earned my degree in Business Administration from the University of Pittsburgh. I live in Maryland with my wife, Allison, and our three children, James, Sarah, and Lauren. When I'm not working with clients, I enjoy spending time with my family and making the most of life's adventures together.
