Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Domestic Partner Planning
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education
  • Sustainable and Responsible Investing
  • Insurance
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Family Finances

Education

  • BS, Aerospace Engineering, Virginia Polytechnic Institute & State University (VA TECH) 1991

Awards & recognition

  • Five Star Wealth Manager, 2013, 2015, 2016, 2017

Community participation

Interests

I enjoy an active lifestyle with my wife, Iris, and two children, Keira and Liam. I also coach my kids travel soccer teams, Mt. Laurel United Rebels and Galaxy.

In the summer I love to travel with the family. Recently we went to the Bahamas, Grand Cayman, Disney and The Jersey shore.

Some of my favorite activities are cooking, playing golf at Woodcrest Country Club, and photography.