I am an unapologetic advocate for people who understand that it’s not just our means which matter, but rather how we choose to use our means which truly matters. I am provider of Advice for Life®, continuously striving to guide and inspire people to pursue their passions and lead more fulfilling lives. I believe that through financial education, holistic guidance and ongoing coaching I can help encourage people to live the life which they have always envisioned for themselves and their families.
I joined FPA in 2002 and was named a full partner of the firm in 2009. In addition to my role as a leader of the FPA Wealth Management advisory team, I also have chaired our Investment Committee, as well as currently serving as the firm’s Director of Technology. Prior to joining FPA, I focused on helping individual investors, retirement plan sponsors and non-profit foundations while working with The Vanguard Group and SEI Investments.
I hold a Bachelor of Science degree in Finance from The Pennsylvania State University, and a Master of Science degree in Personal Financial Planning from the College of Financial Planning in Denver, CO. I am proud to be a Certified Financial Planner (CFP®), as well as a Master Planner in Advance Studies (MPAS®), a Certified Exit Planning Advisor (CEPA®), an Accredited Wealth Management Advisor (AWMA®) and a Chartered Retirement Planning Counselor (CRPC®). To learn more about these designations Click Here.
My wife, Jennifer, and I reside in West Chester, PA. We have three great kids, our twin daughters, Abbey and Bridget, and our son, Conor. When not working with clients, I strive to be involved in our community. I enjoy spending time with family and friends, as well as playing golf and ice hockey. I am an active member of the Greater West Chester Chamber of Commerce. I also strive to play a role in the lives of kids in the West Chester area by coaching ice hockey for the Team Philadelphia Travel Ice Hockey Program, as well serving as a board member for the West Chester East Ice Hockey program.