As your Financial Planner, I bring creative ideas to the table and ensure they are executed to the highest standard. My goal is to communicate complex financial planning strategies in an easy and understandable way. I enjoy creating efficient and practical solutions for people across generations.
I have a Bachelor of Science degree from the University of Delaware. Loving my experience at UD, I remain involved with the University. I spent six years serving on the College of Business and Economics Alumni Board. I continue to serve as a mentor to undergraduates considering a career in our industry, and I sit on the Advisory Council to the Dean for the University’s Financial Planning Major. Being involved in the development of future financial planners has truly been rewarding.
I joined Financial House in 2006, after six years at Morgan Stanley, and became a partner in the firm in 2011. I have earned the designations of Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®). I have been recognized as Advisor of the Year by former broker/dealer Lincoln Financial Securities in 2014-2018* and I was named a Top Advisor Under 40 by the Society of Financial Service Professionals (2012-2016). I am member of the Million Dollar Round Table**, an elite world-wide organization, annually qualifying for Top of the Table status since 2013. To keep current on industry changes, I am a member of the Estate Planning Council of Delaware and the Society for Financial Service Professionals.
I live in Landenberg, PA with my wife Ali, two children, Lexi and Kyle, and two rescue dogs, Buddy and Rosie. When I’m not in the office, in the spring, summer and fall you can find me on the golf course or surf fishing on Gordon’s Pond in Rehoboth Beach. In the winter, my family and I like to root for the Eagles and ski.
*This internal award is given to LFN planners each year and is based on sales, quality of service, and commitment to Lincoln’s principles, and is selected by Lincoln senior managers.
**The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year, they must also adhere to strict ethical standards. They must love helping others with their financial needs and ensuring that they are prepared in the event of a catastrophe. There is a commission fee of $550.00 to be a member and members must apply.