I live in Haddon Heights, NJ, with my wife and children. We love being involved in the vibrant community that surrounds us, and I serve in a variety of leadership and board roles in town.
I grew up in a family-owned small business environment. From an early age, I developed a strong appreciation for the positive impact that responsible management of capital can have on people's lives. This drove me to study finance at Villanova University at both the undergraduate and graduate level. Upon completion of my master's, I went to work at PNC in a division that focused on lending money to the portfolio companies of private equity groups. During those years, I served in a variety of increasingly complex roles and completed a number of levels of PNC's credit training programs.
Eventually, seeking a better work-life balance for my family and the desire to do work that was more directly rooted in my intellectual interest in markets and investments, I discovered the opportunity at Edward Jones. My wife and I spent the better part of 2 years working to make that pursuit a reality.
Julie and I have a passion for helping serious long-term investors and business owners achieve their financial goals. We do this by getting to know our clients and their families, and investing our time to understand what they want, need and value.
Through an initial and ongoing process, Julie and I continually help define and refine our clients' financial goals and objectives through various life stages. Developing this comprehensive, long-term strategy encompasses assessing the tolerance for risk at each life stage, documenting financial goals, tracking investment performance and progress toward financial goals, implementing tailored advice and guidance, and conducting regular reviews. This allows us to help clients stay on track to achieve their goals with dignity and confidence.
My Personal Interests
- Personal Fitness
Office Address342 Haddon Ave Ste 101
Haddon Township, NJ 08108
Phone NumberRaegen W Richard at (856) 477-2047
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