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
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Insurance
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Retirement Planning Strategies

Qualifications

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 65
  • State: Life & Health Variable Insurance

Education

  • Bachelor of Science in Finance and Human Resources from Cabrini University

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022-2023
  • AdvisorHub Advisors to Watch (under $1Bil), 2023

Community participation

Kuttin Wealth Management - Community participation photo

Quarterly Community Sponsorship Program:

  • Feed Our Starving Children
  • Cradles to Crayons
  • Garden of Health Food Bank
  • The Hiway Theatre
  • For Pete’s Sake Cancer Respite Foundation
  • Seven Days Project - Norristown Police Department
  • Alex's Lemonade Stand
  • Small Things
  • Mitzvah Circle
  • Martha's Choice Marketplace & Community Farm

Interests

  • Family and Friends
  • Fishing
  • Hiking
  • Traveling