My story started with a handful of coins — and a grandfather who taught me what really matters about money.

Before I was a financial advisor, I was a kid playing the "Money Guessing Game" with my grandfather. He'd hold coins in his hand and say, "I have 5 coins that total $1.25. What are they?" Guess right, and you'd win 10 pieces of candy from the Ocean City corner store.

It was simple, fun — and formative. He wasn't just teaching us to count coins. He was teaching us how to think: problem-solving, logic, the real cost of a decision.

At 15, I worked down the shore in Ocean City, NJ, managing locations, scheduling employees, and handling money daily. In college, I worked the counter at my aunt and uncle's restaurant — cash management, customer service, staying calm under pressure.

Then, during an options and futures class, my professor asked the class what options are used for: speculation, income, hedging, or all of the above. 90% of the class said speculation. I said all of the above. That's when I realized most people only see one side of investing. I wanted to see all of it.

I graduated in 2000 — right when the market crashed. Everything I'd learned in theory got tested in reality. Around that time, my dad was moving to a different firm, and I helped him transition his clients — many of whom I still work with today. But I also saw that firm push products over people. That wasn't what my grandfather taught me. So I chose a different path.

This business runs in my blood — my dad, uncle, and grandfather were all in financial planning. What stuck with me wasn't just the markets, it was how they showed up for people: helping retirees through big decisions, guiding families through college planning, sitting with widows so they didn't feel alone.

I'm not just a financial advisor. I'm a dad, and most weekends you'll find me on the sidelines cheering on my daughter Reese. Being a parent changed how I work with clients — I understand now how expensive kids are, and how hard it is to save for their future while planning for your own.

I also give back through the Gwynedd Mercy Academy externship program, hosting interns at Blue Bell, and teaching at Arcadia University — helping the next generation understand the power of starting early.

I work with high-income professionals, small business owners, and families in transition — selling a business, receiving an inheritance, changing careers, caring for aging parents. That's where the real work begins: not stock tips, but better questions, listening, and a roadmap that fits your life.

If you've ever thought "we're making good money, but where is it all going" — you're in the right place. Ready to start the conversation? Book a 20-minute call with me.

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5 FAQs 

1 How much money do I need to have to work with an advisor?

A: We don't have strict minimums, but $250,000 in investable assets (excluding your 401(k)) is generally a good starting point for our services. If you're close to that threshold or have a complex financial situation, we can help you determine if we're a good fit. You can schedule a time to talk below

2 How do you get paid? Are there any fees?

We charge an assets under management (AUM) fee, which for most clients comes out to around 1% of the assets we directly manage.

What's included in that fee:

Financial planning and retirement planning

401(k) optimization and guidance

Social Security planning

Tax planning strategies

Ongoing support and reviews

You're not charged extra for calls, emails, or questions. Our fee covers the full relationship.

3 How does the relationship work? What does ongoing communication look like?

Think of us as your financial partner, not just an advisor you meet with once a year.

Here's how it works:

You'll have direct access to me: my cell phone, email, all of it

If anything comes up (a question, a life change, a decision you're working through), reach out anytime.

We typically respond within 24 hours 

You're never charged per conversation, our relationship is ongoing.

We'll also schedule regular reviews to make sure your plan is on track and adapts as your life changes.

5 How are you different from other financial advisors?

Most advisors focus on managing your portfolio. We focus on helping you make better decisions.

Here's what that means:

We tie your finances to your real life: your family, your goals, your values

We act as your coach, not just your money manager

We care about you and your family, and we take the time to understand what really matters to you

If you want a partner who sees the full picture and helps you navigate life's biggest financial decisions with confidence, that's what we do.

How do I know if I'm ready to work with a financial advisor?

You might be ready if any of these sound familiar:

You and your spouse are having conversations about money but not making progress

You're thinking, "I can't do this on my own anymore"

Your financial life is getting complex: multiple accounts, aging parents, business income

You're going through a big life change: kids going to college, death of a parent, having your first child, changing jobs

You're approaching 40 (or beyond) and realizing you need a real plan, not just good intentions

If any of these resonate, schedule a free 20-min consultation below. We'll help you figure out if now is the right time.