There is a particular moment I never get tired of, when a plan we built on paper starts showing up in someone's actual life, a milestone reached or a goal that once sat far off suddenly within reach. Helping people get there is what pulled me into this profession in the first place. I have always liked taking something complicated and making it clear enough that the person across from me can decide on their own terms.
Before joining Scott, I worked at Vanguard and Corebridge Financial, where I learned both the mechanics of the business and the value of being genuinely responsive. My weeks now revolve around client meetings, reviewing plans, and checking that our strategy still fits as life shifts, whether that means a new job, a growing family, or a change in what someone wants for the years ahead. I spend the hours around those conversations preparing for them, researching options, and coordinating with Scott so the two of us stay aligned on every account.
I think of financial planning as a partnership rather than something handed down from above. That means listening for what actually matters to a person before I say a word about strategy, explaining the reasoning in plain terms, and reworking the plan as circumstances move. My clients and colleagues would probably describe me as approachable and dependable, and I work to earn both in every interaction.
I grew up in Haddon Township, New Jersey, studied at Gettysburg College, and now live in nearby Cherry Hill. Music takes up a good share of my free time, since I play guitar, bass, and drums, though drums win out whenever I am jamming with friends or reviving an old band project. The rest goes to workouts, the hunt for a new show worth watching, and rooting for my teams, which means the Sixers, the Eagles, the Phillies, and Tottenham, so come on you Spurs. Summers pull me to the Jersey Shore around Longport and Ocean City, and I ski and golf whenever the season allows. My wife, my parents, and my sisters keep me grounded and push me to be my best, as do the family pets, a dog named Cece and two cats named Wanda and Lurch.