When I joined Legacy Planning over 10 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 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.