With over 35 years of experience in the industry, I have worked with several of the largest asset managers in the world. I earned the Certified Investment Management Analyst (CIMA®) designation and have many years of experience consulting on portfolio construction. And I am passionate about staying current as a “Student of the Market”. These experiences give me a unique perspective when it comes to wealth management.

My personal life experience has given me another perspective. I was the youngest of eight kids with older parents. Growing up, my father always had one question whenever we would come to him for advice on any serious matter, and it continues to guide my decisions today: “To what end, and at what cost?” Knowing and fully understanding the tradeoffs and the balance between risks and rewards is the key to good decisions. Now, as a husband and the father of six, I understand the challenges of planning… Not just from a financial perspective, but from a human centered, legacy focused perspective.

Megan Arzillo and Celia Westphal, my partners in serving you, are dedicated to providing the highest level of customer service. We like to use the analogy of being your Private Jet flight crew, dedicated to providing a custom tailored, specific plan to get you to your desired destination in the safest, most efficient, and most comfortable way… Always adapting to changing conditions, and always focused on you.

Our entire firm, along with advanced technology, supports our office so that we can ensure that you are always receiving the most current, and comprehensive guidance. We also work in partnership with your attorney, CPA and other trusted advisors, leveraging everyone’s expertise to help you plan, build and enjoy your family legacy.

You worked hard to garner the assets necessary to achieve your dreams. Isn’t it time to upgrade to a private crew dedicated to serving you and your family?

That's our value promise.
“Human-Centered Complete Wealth Management”.

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Music
  • History and Museums
  • Scuba Diving

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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