Honored to be recognized in Forbes
It’s a privilege to help our clients and their families feel more confident, connected and in control of their financial lives. Because of their loyalty, I’ve been named on the Forbes Best-in-State Wealth Advisors list for 2021. I’m so grateful for this honor, for my clients’ trust and for the dedication of the entire Blender Private Wealth Management team. This achievement would not have been possible without you.
This ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, and firm nominations; as well as a quantitative review that includes assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Recently moving to Ft Lauderdale from Philadelphia, PA, I have the chance to spend more time outdoors, getting involved in the community and giving back. Charity is playing a big role for my wife Sylvie and myself. I also enjoy entertaining family, friends and clients, both in the kitchen and on the golf course. Of course, that would not be complete without weekly GT classes in the gym. We are blessed to be able to spend quality time with our son Matthew and hopefully our son Andrew, when he graduates PennState.
Interests and Values
Giving back to our community
Boating and Golf
New to Fishing
Family and a healthy lifestyle