As a Retirement Income Certified Planner™ professional, I have been helping individuals and families achieve their goals of securing a strong financial future since 2001.
My goal is to build long-term relationships with my clients as I help them address their financial goals in the areas of investment services, risk management and financial strategies. Through our processes, I aim to help my clients become more confident, organized and successful as they work towards achieving their unique goals. I understand that every individual/family requires a customized approach to accomplishing what is important to them.
In addition to the RICP® designation, I actively hold FINRA registrations for the Series 24, Series 7, Series 66, and am licensed to help clients in over 10 States. I also have obtained a certificate in retirement planning from Wharton Business School, and the Holistic Financial Planner certificate from Columbia University.
Prior to my employment with Equitable, I attended the University of Pittsburgh, where I obtained a Bachelor’s degree in Business Administration. I am a native of Havertown, PA, and currently live in Forest Hill, MD with my wife Allison, our son James, and our two daughters, Sarah and Lauren.