I believe that the confidence to pursue all your life’s goals starts with a plan. Planning is the universal map for the financial future you envision. We will work together to create a clear plan* that will be monitored for achieving its intended purpose. A plan based on your financial needs and risk tolerance. A plan that will help you pursue your investment goals.
Being a parent of three children, I know firsthand the challenges of investing for your family’s future. Completing both a financially sound framework for yourself, and those of your children can be daunting. In addition to managing retirement and brokerage accounts, I have worked with many families to guide and advise them on saving for college expenses through the use of 529s and other financial vehicles.
With the help of some academic scholarships, I am proud to say that I put myself though college and graduated from Villanova University in 1993. I have real world experience in a start-up business’ and management in the corporate world.
During my off hours, I enjoy gardening and a good mountain bike ride. I also enjoy volunteering at my children’s schools and coaching their sports teams.
Making that step to meet with a Financial Advisor may be a new experience for you, but I think you will find it less cumbersome than you imagine. My desire to help you towards a more clearly planned financial future starts with a simple conversation and I invite you to reach out to me to do just that.
Only about one-third of Americans have a financial plan*
*2014 Household Financial Planning Survey. Certified Financial Planner Board of Standards and Consumer Federation of America