With 42 years of experience as a financial planner and the founding partner of Legacy Planning, today I have elected to lead our Legacy Advanced Planning Department. This department is tasked with reviewing all complex financial plans prepared by Legacy Planning Advisors. The mission of this department is: “Provide the latest tools and techniques for helping clients attain their financial goals”.
Information is key to every choice we make today. My department delivers critical information around business continuity, asset protection, income and estate planning, tax reduction strategies plus charitable planning and multi-generational wealth planning. In order to accomplish this, we are in contact with many of today’s leading experts in the Legal, Accounting, Retirement & Investment professions. The analysis and implementation of our findings has become an important value-add and integral part of Legacy’s financial planning process.
I have a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, I’m a Certified Financial Planner™ professional (CFP®) and a Certified Exit Planning Advisor (CEPA®).
What is your proudest achievement as a financial planner?
“Many ideas and beliefs are never put into action. However back in 1998, I decided to act upon one of my ideas and prepared to open a new financial services firm called Legacy Planning on January 1, 1999. The belief was that our firm’s value-add would be based upon advice rather than any product. The process to deliver this advice would be built around educating the consumer through engaging the client in a comprehensive planning process. What I am most proud of is this idea has taken root and today forms a solid foundation from which Legacy Planning continues to grow and deliver financial advice to more and more individuals, families, and businesses.”
My wife Alisa and I reside in the Lehigh Valley close to our two daughters and their families which combined have given us five grandsons. In addition, we are very proud of our daughters’ ongoing contributions to Legacy Planning’s success as they have both been employees now for over a decade. When not spending time with our grandchildren we also enjoy visits to our home in Ocean Reef, Key Largo, FL.