Most of the people I work with are capable, financially responsible professionals. You’ve saved consistently, invested on your own, and handled things yourself for years.
Then, life changes.
Your income grows, retirement gets closer, and the financial decisions you face become permanent. Suddenly, "pretty sure" no longer feels good enough. What you are looking for isn’t more complexity—it’s clarity.
I joined Family Wealth Management in 2015 to help clients think through those major milestones before they turn into permanent financial consequences. My goal is simple: to be the advisor families keep as their financial lives evolve, not someone they replace every decade.
How I Build Your Strategy
I don't look at your financial life in isolated pieces. Aligning with our comprehensive planning framework, I focus on coordinating the critical core areas where high-income professionals and pre-retirees face the greatest complexity:
- Retirement & Distribution Planning: Transitioning your mindset from accumulating wealth tospending it. I conduct deep-dive social security analyses, evaluate IRA contributions and Rothconversions, and structure tax-efficient RMD and withdrawal sequencing designed to sustain yourlifestyle.
- Risk Management & Income Protection: Shielding your family from unexpected financial changes. Utilizing my specialized long-term care planning (CLTC®) designation, disability income protection analysis, and detailed life insurance reviews, I design defensive strategies to protect your hard-earned wealth.
- Forward-Looking Income Tax Planning: Managing the unique tax complexities of high earners. Iproactively analyze tax brackets to help insulate you from costly Medicare and IRMAA premiumsurcharges, while reviewing tax-loss harvesting opportunities, health savings accounts, andtax-sensitive investing strategies.
- Estate & Cross-Disciplinary Coordination: Synchronizing your entire advisory team. Operating with absolute attention to detail, I work hand-in-hand with your estate attorneys and CPAs to help ensure your trusts, wills, tax planning, and legacy goals execute in harmony.
Beyond the Office
I earned my Bachelor’s Degree from the University of Delaware, where I attended on a Division I lacrosse scholarship. While my days of sprinting a 4.4-second 40-yard dash are behind me, I bring that same focus, discipline, and competitive drive to the retirement and risk-management strategies I build for our clients.
Today, I live in the Greater Philadelphia area with my wife and our two young daughters, who are absolutely my world. When I'm not helping families secure their financial futures, you can usually find me out on the field coaching my daughters' sports teams, dominating my fantasy football leagues, spending quality time with friends and family, or enthusiastically starting a home improvement project—only to realize I need to call a professional.