Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Sustainable and Responsible Investing
  • Financial Strategies for LGBTQ Couples and Families
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Small Business
  • Retirement Planning Strategies

Awards & recognition

  • The Doylestown Private Wealth Group, Ameriprise Client Experience Award, 2021
  • Ari Spectorman, Forbes Best-in-State Wealth Advisors, 2022

Community participation