A decade of experience. A commitment to your financial success.
I've been in the financial planning industry since 2014, and in that time, I've had the privilege of working with individuals and families at every stage of their financial journey. What drives me isn't the complexity of markets—it's the clarity I can bring to people's lives when they understand their financial picture.
My path to finance wasn't conventional. I earned my Bachelor's degree in Physics from Saint Joseph's University, where I developed a deep appreciation for analytical thinking and problem-solving. Later, I pursued an MBA in Finance from the same institution, combining quantitative rigor with practical business knowledge.
Today, as Vice President at American Wealth Strategy Group, I serve clients in the Greater Philadelphia area and beyond. I hold Series 7, 63, 65, and 24 licenses, equipping me to provide comprehensive financial guidance.
Client-Centered Planning: At the heart of my philosophy is a steadfast commitment to put your needs and goals first. I believe that financial planning is not just about numbers, but about understanding and aligning with your unique life goals, values, and aspirations.
Long-Term Perspective: I advocate for a long-term approach to investing and financial planning. By focusing on sustainable growth and consistent performance, I aim to navigate through market volatility and economic changes, securing your financial future.
Holistic Financial Health: I understand that your financial well-being is interconnected with various aspects of your life. My approach encompasses not just investment advice, but a comprehensive look at all elements that impact your financial health—savings, debt management, insurance, estate planning, and retirement strategies.
Personalized Service: I believe every client is unique, and so should be their financial plan. I dedicate time to understand your individual situation, preferences, and risk tolerance, ensuring that the financial plan we develop is tailored specifically to you.
Transparency and Communication: Maintaining open and honest communication is vital. I ensure that you are informed and comfortable with every decision made. Regular updates, straightforward explanations, and transparent reporting are integral parts of my service.
Education and Empowerment: I am committed to not only managing your finances but also empowering you with knowledge. By providing educational resources and insights, I help you understand the 'why' behind our strategies, fostering informed decision-making and confidence in your financial journey.
American Wealth Strategy Group — Vice President & Financial Advisor
August 2022 – Present
Delaware Valley Advisors — Financial Advisor
April 2017 – August 2022
LPL Financial — Financial Advisor
August 2014 – March 2017
My ultimate goal is to build a trusting, long-term relationship with you, where your financial success and peace of mind are paramount. Together, we will navigate the complexities of the financial world, adapting and growing every step of the way.