I have spent my 38 years in wealth management providing guidance to help clients achieve their goals and dreams for themselves and their families. For me it’s all about developing a relationship of mutual trust and confidence. With the help and guidance of all the subject matter experts at Merrill along with access to banking services offered through Bank of America, N.A., we design and implement strategies to help accomplish what’s most important to you, and as a client, your interests always come first.
I attended Villanova University and have lived in West Chester, PA for 32 years. I am a past president of the Chester County Estate Planning Council and serve on the board of the Chester County Community Foundation and Bournelyf Special Camp. My greatest success is my family, my wife Janet, and 3 adult children. I enjoy the outdoors, good wine, and a fan of all sports.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
