Professional Bio
My top priority as a financial advisor is to listen to my clients to fully understand their goals so that I can provide them with the best possible advice.
As a CERTIFIED FINANCIAL PLANNER™ I am committed to maintaining the highest level of integrity, competency, ethics, and professionalism for my clients.
I work with clients throughout the United States and have a practice concentrated in the Greater Philadelphia region. I help my clients in all areas of wealth management including tax planning, equity compensation plans, real estate investing, pension and deferred compensation strategies, retirement income planning, college planning, insurance, risk management, estate planning, employee benefits, tax efficient portfolio construction, and charitable giving strategies.
