Business Philosophy

My goal is to build lasting relationships with clients by providing financial education and investment advice based on personal goals and objectives. By exhibiting courtesy and professionalism, I aspire to establish trust and a close relationship with every individual.

Background

I graduated from West Chester University with a Bachelor of Science in History where I studied education. Prior to joining Beneficial Bank in 2005, I worked with children as a counselor and was employed as a social studies teacher in Bensalem Township School District.

Professional Qualifications and Registrations

• Series 7*
• Series 66*
• Life and Health Insurance

*Currently held with LPL Financial

Personal Life

Born and raised in Bucks County, I currently live in Levittown with my wife, Katie.  We have two young children named Lorenzo and Caterina.  I grew up in Bensalem, where I am a member of the Historical Society and 2024 Inductee to the Sports Hall of Fame.

I still lace up my basketball sneakers occasionally and rarely miss a 76ers game.  My other hobbies include local dining, film, and travel.  Most recently, my love of music has monopolized my spare time.  Many evenings you can find me listening, "In Stereo, Where Available" to one of my set ups.

Lastly, I've always appreciated time spent with family and friends but treasure it even more with age.