I grew up in Quakertown and spent the first few years after college living in Clearwater, Florida, which I loved enough that I still consider it my second home. But when it came time to put down roots and raise a family, I came back.
I’ve been with Capital Planning since 2010, and over the years I’ve come to believe that the most important thing we offer our clients isn’t any particular product or strategy. It’s partnership. It’s knowing someone is paying attention to your situation and genuinely has your best interests at heart. I studied finance at Kutztown University and have spent more than two decades in the financial planning and services industry. In 2014, I earned my CFP® designation because I wanted to bring even more depth and intention to the conversations I was already having with clients. I also hold my general securities registration with LPL Financial and my investment advisor registration through Private Advisor Group. Financial planning, when done well, can truly change what’s possible for a family, and that’s what motivates me every day.
My wife and I raised three sons in Quakertown, and watching them grow into capable, independent adults has been one of my greatest joys. When I’m not spending time with family, I’m probably on a golf course, visiting my parents, or making another case for why Florida deserves another visit. My extended family, including three brothers, their spouses, and seven nieces and nephews, is a big part of my life, and I wouldn’t have it any other way.