I am proud of our client-centered approach and the personal attention we provide to each and every client, making them feel like they are the only client we have. For over 25 years I have been serving clients with an unwavering commitment to providing independent, professional, and totally objective advice. I welcome you to learn first-hand how we help clients pursue financial independence.
As an avid cyclist and exercise enthusiast, I strive to live life to the fullest and to encourage others to do the same. Life Planning is at the heart of who I am and helping clients live their best life is what I do best.
I reside in Lafayette Hill, PA, with my wife Sheri, a college professor, and our 17-year-old cockapoo Rosabelle. We have a wonderful daughter Stephanie who resides in NYC.