My Approach

Owning a business can be a dream come true, but it can also create unique personal financial considerations. With my experience helping small business owners with ongoing advice, I help my clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Interests

I am a firm believer in giving back to my community and enthusiastically spend a healthy portion of my free time volunteering for many local concerns. I am the Vice President of the Fry’s Run Watershed Committee and a committed volunteer for both the Easton Main Street Organization and the Easton Historic House Tour. My lovely wife Missy often joins me for different philanthropic endeavors, some of which include the grounds of our historic farmhouse. In addition, Missy and I enjoy playing golf together and partaking in the many restaurants and festivals our hometown of Easton Pa. has to offer.

Community Participation

  • Easton House Tour
  • Easton Main Street Volunteer
  • Quakertown Alive! President
  • Fry's Run Watershed Committee Member
17
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 6 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments

Education

  • Bachelor's in Economics at the University of Richmond, Richmond, Virginia

Previous Experience

  • Senior Vice President - Investments, Wells Fargo Advisors, 2006-2017
  • Premier Agent Financial Planner, Prudential Financial, 2002-2006

My Videos(1 videos)