Specialties
About Me
As a Financial Advisor with Wells Fargo Advisors, I have a passion for helping clients achieve their investment goals.
Through meaningful discussions, I gain insight into client's personal challenges and unique circumstances. Understanding my clients allows me to develop customized, detailed plans and deliver continuous support, adjusting the plans as new situations arise. My areas of focus include Investment Management, Education planning, 401k options, Retirement planning, and Insurance planning. I previously spent 7 years at Lincoln Financial Group as an Annuity wholesaler and worked as a specialist across all business lines for the Funds Management department. I hold the FINRA Series 7, 66, 65, 63 securities registrations and Life and Health insurance licenses. Additionally, I earned the Chartered Financial Consultant? (ChFC) designation, which complements my knowledge in financial planning. As a graduate of Duquesne University and Malvern Prep, I'm an active member of both communities. I had the privilege of playing golf for both Duquesne University and Malvern Prep and my passion for the game continues today. I live in Newtown Square, PA with my wife, Erika and I enjoy spending time with family, traveling, and playing ice hockey.
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Interests & Hobbies
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Credentials
ChFC
Chartered Designations
What do these credentials mean?
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Disclosures
This information is intended for use by residents of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IN, KS, MA, MD, ME, MI, MO, MT, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, and WI only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.