When I joined Legacy Planning over 15 years ago, I brought with me 25+ years of financial industry experience from The Vanguard Group and JP Morgan. My experience is focused on working forward with select families, professionals, and closely held business management.
Strategy is everything. I work to coordinate, simplify, and improve my clients’ financial lives by turning information into execution. Informed decisions should be in service to the plan. I believe that grounded in a financial strategy, clients can comfortably make informed decisions on personal retirement, risk management, cash flow, estate matters, and various funding goals.
My strengths lie in my consistency, sense of fiduciary responsibility, and the excellent communication skills that allow me to educate my clients.
“Be strong enough to stand alone, be yourself enough to stand apart, but be wise enough to stand together when it is needed.”
– Anonymous
I earned a Bachelor of Arts degree, cum laude, from Washington & Lee University in Lexington, Virginia. I obtained my Certified Financial Planner ™ professional certification in 1997 and I am a member and past president of the Chester County Estate Planning Council.
I live in Malvern, PA with my wife, Lisa, and we have three children. I enjoy golf, Cape May, and spending time with my family.
Organizations that are important to me:
Bringing Hope Home | Thanks to HOPE Nation and Bringing Hope Home’s tireless efforts, every family with cancer will feel more hopeful, be able to focus on recovery, quality of life and have less stress because of the positive, loving impact they have on their lives.
Beyond Borders | Beyond Borders works to overcome poverty, prevent violence and abuse, and develop leaders in Haiti. We all find deeper meaning in our lives by coming to value truth over comfort, sharing over having, and justice over personal gain.
Gesu School | Thank you to the Gesu School located in the inner-city of Philadelphia for their ongoing mission helping students to transcend all forms of poverty by providing a comprehensive, innovative education. They continue to empower their students to develop their strengths, overcome challenges, and become positive, engaged members of the community and the world.
Tunnel to Towers | Tunnel to Towers Foundation does the important work of honoring the sacrifice of firefighter Stephen Siller who laid down his life to save others on September 11, 2001. The organization coordinates events in support of our military and first responders who continue to make the supreme sacrifice of life and limb for our country.
