Helping you work toward your financial goals, by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Working together, we will create a customized plan focused on your key financial goals. These goals often include:
- Wealth accumulation during your working years
- Security and independence in your retirement
- The transfer of assets in the most advantageous manner
Regardless of where you are in life, I have the tools and financial products that, along with your collaboration, we can combine into an appropriate assessment for you. It's easy to get started. Please contact me for a no-cost, no-obligation initial consultation.
I have been married to my wife Samantha since 2014 and we have 3 lovely children together, Claire (2017), Violet (2018), and James (2022) and we live in the Lehigh Valley. I enjoy golf, volunteering at my church (Cedar Crest BFC), and tending to my 60-acre beet farm.
