I have been working with closely held businesses to design custom retirement plans for over 25 years. My individualized approach for each client, coupled with a focus on improving plan and participant outcomes, have enabled me to establish long lasting relationships with my clients and their employees. Through partnership with my clients as a plan fiduciary, we develop a custom-designed service model that suits each individual client’s needs. I provide value to clients by leveraging my years of experience to ensure the compliance, supervisory, and communication aspects of each plan are executed efficiently from a time and monetary standpoint.
I am proud to be a 25-year member of the Associated Builders & Contractors, giving me valuable insight into the specific needs and opportunities available to retirement plans for the construction community. My practice also includes several members of the healthcare, manufacturing, professional services, and technology industries.
I am active in my community and am particularly passionate about assisting individuals with disabilities. I have served on the Board of Directors for The Pathway School, since 2008.
Originally born in Brooklyn, New York, I have lived in the Philadelphia area for almost 30 years. My wife, Deb, and I recently moved into the Borough of West Chester, where we enjoy walking to restaurants and shops. We have four adult children.