As a financial advisor, I focus on serving the financial needs of professionals, business owners and their families. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals.

I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate long-term financial strategy for you and your family. For those interested, I develop ESG portfolios focusing on socially responsible investing.

However, I don't do it alone. My branch partner, Karen Rogers, has years of experience with the firm and is dedicated to providing you with the highest level of service possible. She and her husband, Rick, both natives of Bucks County, are now residents of Montgomery Township and are active in their church community.

I attended The College of William and Mary in Virginia and graduated with a degree in chemistry. I subsequently earned dual master's degrees in chemistry (Univ. of Delaware) and business finance (Temple - Fox School of Business).

My wife, Katrina, and I have lived in Montgomeryville for two decades and our two boys, Rafe and Gage, are in the North Penn School system. Katrina works as a sales rep into the pharma and testing labs sector. I am an active member of the community, serving as the Chair of the Montgomery Township Autumn Festival; co-chair of the Montgomery Township's Business Development Partnership; and an active member of the Chamber of Commerce of Greater Montgomery County and the Pleasantville United Church of Christ.

In my off time, I enjoy spending time outside with my family, often walking around Peace Valley Park, going sailing and spending time on the range at Bucks County Fish and Game.

Focus areas

  • Socially Conscious Investing
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • New Investors

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Sailing
  • Scuba Diving
  • Soccer

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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