As a CERTIFIED FINANCIAL PLANNER(TM) professional, I employ a comprehensive wealth management approach that focuses on meeting my clients’ objectives with a high degree of trust and integrity. My client base is broad and diverse-ranging from corporate executives and entrepreneurs to lawyers and doctors, as well as professional athletes and retirees. I joined RBC Wealth Management in 2021 to become part of the over 100-year legacy of working with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve and manage wealth.

Clients’ unique financial circumstances require individualized attention, and I work closely with you and your other trusted advisors, including attorneys and accountants, to address tax, trust, philanthropic and estate planning matters. I believe in becoming a true advisor—one who can assist you in making the decisions appropriate for your current and future goals. Working together requires taking the time necessary to listen and educate each other. This process includes learning about your goals and risk tolerance; and developing strategies for portfolio development, retirement planning, insurance needs, education on financial well-being, and tax considerations.

Clients benefit from RBC's wide array of services. I am a Certified Exit Planning Advisor(TM) and a Chartered Retirement Planning Counselor(TM) who passed the Series 7 and 66 exams and holds life and health licenses. I earned an MBA from Villanova University School of Business. At Villanova I also received a bachelor’s degree and played Division 1 baseball.

Family is the most important thing in my life. Me and my wife, Jeanette, and four children, James, Carter, Isla, and Ava live in Phoenixville. We also spend time at the shore in Longport, New Jersey, where we enjoy boating and playing on the beach. I coach youth baseball and football, teach religious education to 1st and 2nd graders, am a member of several car clubs, and like to play an occasional round of golf.

Connect with me to learn more about my philosophy of going the extra step to provide a truly customized client experience through a value-add client service approach, which includes an annual investment review, access to market newsletters and other resources, as well as invitations to educational and social events throughout the year.