Since joining Legacy in 2011, I’ve focused on providing strategic planning advice to individuals, families and businesses. Whether it’s helping a business owner prepare for their exit, implementing investment strategies, or providing education for the next generation, Legacy excels at empowering clients to make big decisions with confidence.
The ability to deconstruct complex issues to their most basic elements and offer solutions that align with our client’s goals is at the core of Legacy’s value proposition. Formulating a plan or strategy while clearly demonstrating the potential impact on a client’s long-term financial goals is what separates us from our product-focused competitors.
I’m a graduate of the University of Maryland with a degree in Economics, have a Certificate in Financial Planning from Georgetown University and hold the Certified Financial Planner™ designation. My wife, Sarah, and I reside in Kennett Square, PA. Thanks to our three sons, free time is a thing of the past.
