FOUNDER/CEO
I am a native to the Philadelphia western suburbs known as the Mainline. Growing up in Wayne Pennsylvania and never leaving the area I have roots far reaching into the local area both in business and personally.
PERSONAL
I reside in Vero Beach Florida. My wife Natalie and I have 3 grown children as well as 5 beautiful grandchildren and our dog Gracie. For fun I play drums in several rock and roll bands, we also enjoy a round of golf on occasion.
BUSINESS
I have been in the business arena for over 40 years and have business knowledge both from a formal education at West Chester University of Pennsylvania and the school of hard knocks. I have helped small micro businesses and construction companies. In all cases I helped them save money in taxes, operations, and insurance.
I ran my own business a small printing company with 45 employees for over 10 years and was involved with all of the financial management of printing companies for over 30 years. I am able to share this knowledge and experience with clients because I have experienced their same problems too.
Here are some examples: payroll taxes, insurance, bank lending, employee retention, equipment purchases and finance, human resource issues and a host of other challenges. I know that practical experience is a priceless asset in managing these problems. I help businesses find money in places where they never looked or if they did look, I’m looking with deeper knowledge of solutions and partner affiliations.
CERTIFIED FINANCIAL FIDUCIARY
Several years ago I became a Certified Financial Fiduciary which is something that I am proud to have accomplished. If you don’t know what a fiduciary is, it is someone who gives advice for a fee who puts his clients’ interests before his own. Although I am licensed with a series 65 Investment Advisory license and Life Insurance license, I felt the obligation to my clients to become educated to a higher standard of Due Care, Loyalty and Good Faith.
RETIREMENT INCOME SPECIALIST (LIFE 2.0)
In working with pre-retirees and retirees I have found that today most people don’t want to hang it up and sit on the couch. By that I mean that they want a robust lifestyle and adventure. Because of this I have developed the LAB method which is critical in succeeding in Life 2.0.
I primarily work with busy executives and business owners. Because I have worked with pre-retirees for the past 15 years I can help those who want to plan a more efficient retirement providing more of an income stream. I incorporate my tax saving strategies to your portfolio if you work with me. I help you keep more of what you make in retirement. Our collective goal is to create the best environment for our clients to succeed after planning your life after work is not just about wealth management.
Services Include:
- Personal Tax Planning
- Business Tax Planning
- Retirement Planning
- Wealth Management
- Financial Advice
- Investment Advisory
- Tax & Cost Savings
- Portfolio Management
- Life Insurance & More
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