My practice focuses on two distinct areas: Personal Wealth Management & Financial strategies for Business owners and High Net-Worth families as well as Advisory & Co-Fiduciary Management for Qualified Retirement Plans. In striving to provide the highest level of service to my clients in both of these matters, I have obtained the appropriate designations to highlight the value that I am able to deliver: CERTIFIED FINANCIAL PLANNER^™ PROFESSIONAL, CERTIFIED 401K(k) PROFESSIONAL, CERTIFIED PLAN FIDUCIARY ADVISOR and CERTIFIED EXIT PLANNING ADVISOR.

I truly appreciate the trust that my clients have placed in me, and I am committed to ensuring they receive the level of attention, responsiveness and knowledge required to help achieve their future goals & objectives.

Graduate of Villanova University and Loyola Blakefield.

As a designated Retirement Benefits Consultant, I have been selected as one of a distinct number of Merrill advisors to offer access to  3(21) Co-Fiduciary services for corporate 401(k) plans.

Selected to Financial Times Top 401 Retirement Plan Advisors list for 2015 and 2020 (Published annually May - Oct. Rankings based on data as of Dec 31 of prior year.)

MISSION STATEMENT:
My goal is build and preserve the assets of clients by offering a professional level of advisory services as well as providing exceptional customer service.


FOCUS SERVICES:
- Investment Management for Qualified & Non-Qualified Retirement Plans
- Wealth Management
- Retirement Strategies
- Asset Allocation Analysis
- Risk Management
- Cash Management
- Estate Planning Services
- Commercial Lending through Bank of America, N.A.
- Alternative Investments ($1.5 million minimum net worth).

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Source: Financial Times “401 Top Retirement Advisers” list, published annually May - Oct. Rankings based on data as of Dec 31 of prior year.

The Financial Times “401 Top Retirement Advisers” list is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisers, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s status in six primary areas: DC plan assets under management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. This honor is not indicative of the adviser’s future performance. Rankings and recognition from the Financial Times are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the adviser. Neither the advisers nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. All rights reserved.