Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Insurance

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Awards & recognition

  • Cifelli Wealth Management, Ameriprise Client Experience Award, 2020-2023

Previous experience

  • HD Vest Financial Services, 2008-2018

Community participation

Interests

As residents of the Manayunk section of Philadelphia, we enjoy everything the neighborhood has to offer. The local recreation center and public parks provide many family friendly events my wife, Carrie and I can enjoy with our daughter, Honor. In addition, the many street festivals and restaurants make it so that we spend most of our free time in our community. Aside from that, we enjoy traveling, spending time with family and friends and trips to the Jersey Shore.