Intrigued by the complexities of financial-decision-making and inspired by a desire to help individuals and families plan for their future, I started in the wealth management industry in private banking at JP Morgan. I began my career in client services before joining an investment desk, where I gained valuable experience developing and delivering financial strategies and investment advice.
I joined Covenant Wealth Strategies as a Certified Financial Advisor (CFP® ) in 2013 and embraced the opportunity to expand my work with clients using comprehensive financial planning. I have since received designations as a Retirement Income Certified Professional (RICP®) and a Certified Divorce Financial Analyst (CDFA®) and maintain my Series 7 and 63 registrations with LPL Financial in addition to life and health insurance licenses. I am also a member of the Leadership Team at Covenant and I am Co-Lead of the Investment Team.
I thrive on solving complex financial puzzles for our clients – particularly in areas such as: executive compensation, retirement, career transition, and more. As a valued advisor, I am committed to providing clients with clarity, understanding, and confidence in their financial journey, while serving as a supportive sounding board for their personal dreams and goals. Whether they are paying off debts, saving for retirement, or planning a trip-of-a-lifetime, it is a privilege to walk alongside our clients in every season of life.
Outside of work, I enjoy spending time with my wife, Liz, and our three boys. We love to take trips to Bethany Beach and hang out in the sand as often as possible. I coach my boys in flag football and baseball, and we spend a lot of time cheering for various sports teams – especially the Eagles and the Phillies! In my free time, I still get out and play basketball and flag football when time allows.
Disclosure:
RICP conferred by The American College