As an advisor at Legacy Planning, I provide comprehensive financial services and investment management to individuals, families, and businesses. I believe that a personalized written financial plan, along with hands-on independent investment management tailored to your specific needs, are essential to pursuing your financial goals.
My son Tanner and I live in Ambler, Pennsylvania. Each year, we give back to several local charities that have personal and special meaning to us including: Walk for Hope to benefit IBD and Crohn’s Disease, American Liver Foundation’s signature fundraising event: ALF Liver Life Walk, and Gift of Life: Donor Dash. Since its inception in 2016 I’ve served as the Treasurer of After The Glow, a charitable organization raising awareness for Retinoblastoma and funding for families receiving treatment at the Children’s Hospital of Philadelphia (CHOP). I also enjoy coaching and supporting my son’s basketball and soccer teams, and when time permits, I can be found riding my bike or taking in a round of golf with friends.
In May 1998, I graduated from West Chester University with a degree in Finance. I spent the next 8 years working my way up to become a Senior VP and Senior Portfolio Manager with Smith Barney/Citigroup Global Markets, Inc., before launching my own private asset management practice in 2006. I joined Legacy Planning in 2012, and with their continued support my practice has thrived.