I've spent over three decades working with people who are navigating some of the most important financial decisions of their lives. What drew me to this work, and what keeps me engaged after all these years, is the opportunity to help clients pursue their goals. There's something deeply satisfying about being part of someone's journey toward the future they've envisioned.
My path to financial advising started at Gettysburg College and led me through over three decades of experience in this industry. Along the way, I've earned my Retirement Income Certified Professional (RICP) and Wealth Management Specialist (WMS) designations because I believe in staying current and knowledgeable for the people who trust me with their financial lives.
One of the best parts of my work is hearing the different stories behind how clients have built their wealth. Every person's path is unique, and I've found that understanding where someone has been helps me guide them more effectively toward where they want to go. I take pride in making complex financial concepts accessible and straightforward. If you can't understand it, how can you feel confident about it?
I grew up in Basking Ridge, New Jersey, which is a wonderful place to be from. These days, my wife Sherry, daughter Emily, and I call Oakland, Florida home. It's a quiet, quaint little town that suits us well. When I'm not working with clients, you'll often find me on the golf course.At the heart of everything I do is a simple truth that has guided my career. It feels good to help others. That's what this work is really about.