I come from a big family. That is one of my biggest treasures in life. It helped shape me to be the person I am today. There's a special feeling that comes along with getting to know people on a deep level. Treating our clients like family is a priority for us.

Where we start: understanding what is most important to you. We work closely with families, divorcees, widows/widowers, executives and business owners.

People whose lives we impact the most are generally experiencing the following:
Major life change, divorce and separation, loss of a spouse, selling a home or business, approaching retirement, living in retirement and leaving a legacy behind.

The West Chester area is where I've spent most of my life. My wife, Nikki, and I enjoy working and living right here in the area. We are food fanatics, travel when we can and absolutely love spending time with friends and family.

I love our community! I like to stay involved with the Exton Chamber of Commerce and Kutztown University Alumni Association. I also do volunteer work with Home of The Sparrow, Chester County Food Bank and All 4 Paws Animal Rescue.

I have received the CFP® certification and the CPWA® professional designation.

If you or someone you care about would like to connect, please contact our office.

Focus areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Cooking
  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • History and Museums

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 - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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