As your financial advisor, I believe it’s important to invest my time in developing a clear understanding of what's important to you, and what you’re working toward, before we can make a financial decision or recommendation regarding your money. We genuinely enjoy providing advice and guidance to help you organize, build and protect your wealth.

Whether you're starting a family, changing careers, starting your own business, preparing for retirement, or just trying to provide a legacy for the ones you care for the most - we can work together to develop a personalized strategy to help you achieve your goals.

Nicole MacLean supports me here at our office, and using our established process, we will ensure that you receive comprehensive guidance. We regularly monitor your progress to make sure that you stay on track and, throughout it all, are committed to providing you with the highest level of service. Client education is paramount, and I firmly believe ongoing education and discipline are the keys to financial success.

In addition, we welcome the opportunity to work with your attorney, accountant or other professionals, and together will help deliver a comprehensive strategy that leverages everyone's expertise.

When I am not serving our clients or the community, I enjoy spending time with my family. I currently live in Havertown, PA with my wife, Lindsay, and our two sons, Carter and Lincoln.

Please don't hesitate to reach out for a complimentary review of your situation. We appreciate the opportunity to serve you.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Golfing
  • Traveling
  • Skiing

Office Information

Office Address

1221 W Chester Pike Havertown, PA 19083

Office Hours

Office Hours
Weekday Availability
Mon 07:00AM - 07:00PM
Tue 07:00AM - 07:00PM
Wed 07:00AM - 07:00PM
Thu 07:00AM - 07:00PM
Fri 07:00AM - 07:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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