I have always been drawn to work that combines problem solving with helping people in a meaningful way. Over time, I have come to appreciate how much trust clients place in the people handling the details behind the scenes, and I take that responsibility seriously.
As Director of Operations, my focus is making sure clients have a smooth and dependable experience every step of the way. Whether I am overseeing account transfers, placing trades, resolving questions, or supporting our advisors internally, my goal is always to help clients feel cared for, informed, and confident that nothing is being overlooked.
I earned my B.S. in Finance from Temple University’s Fox School of Business and spent more than eight years with a bank based financial firm as an Investment Sales Associate before joining Capital Planning. I currently hold my Series 6, 7, 24, and 63 registrations through LPL Financial, my Series 65 registration through Private Advisor Group, as well as Pennsylvania Life, Health, and Annuities Insurance licenses. In 2022, I completed the CFP® certification process, which deepened both my technical knowledge and my perspective on the planning process as a whole.
I live in Quakertown with my wife, Becky, and our son, Silas. Outside of work, I enjoy spending time with family and friends, serving at my church and playing drums on the worship team, cheering on Philadelphia sports teams, and getting out for road bike or motorcycle rides whenever I can.