I have been providing financial and estate planning services for my clients since 1995. My career began at American Express Financial Advisors in West Chester, PA. Shortly thereafter I became a Registered Principal directly with LPL Financial. Maintaining my relationship with LPL Financial, I co-founded The Comprehensive Wealth Management Group in 2003. In 2021, our team at CWMG moved down the street and merged with our long-time friends at FPA Wealth Management.
I truly believe in continued education to further enhance the quality of advice I provide my clients. I hold a degree in Finance from Shippensburg University and an MBA from Bloomsburg University. I have earned the designations of CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Chartered Financial Consultant (ChFC®). The CFP® certification mark identifies me as an individual who has met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards. The ChFC® designation, which is granted by the American College, focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to work towards those goals.
I have dedicated my career to providing outstanding service to my clients and building a personal relationship with each client. I believe that to be an effective financial planner, I must first gain the trust of my clients in two key areas; the client’s confidence in my professional ability and the client’s perception of my character – that is the degree to which I am honest and ethical. Thus, I can only gain that trust through the service I provide, and in the way I provide that service.
I live with my wife, Nancy, and our three wonderful children in Wallingford, PA. I have an extreme passion for soccer and currently am an assistant men’s soccer coach at Swarthmore College. In my spare time, I enjoy playing soccer, golf, and reading biographies.