My profile

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Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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31
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 Strategies
  • 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, 2019-2022, 2024-2025

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.