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, and our son, Lorenzo.  Basketball has been a favorite pastime for as long as I can remember.  Following the NBA closely as a League Pass subscriber, I rarely miss a Sixers game.  In addition to hoops, I enjoy local dining, film, music, and travel.  Most recently, my interest in HiFi has taken me on a journey to recreate my grandfather's vintage stereos from the late sixties/early seventies.  Lastly, I've always appreciated time spent with family and friends but treasure it even more as I get older.