Let's move forward. Together.

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I began my career in 1981 during what seemed to be one of the most tumultuous periods in the markets on record.  I have learned over the years that the current moment in time and the market actions of any given "today" represent the most tumultuous events to clients.  It's about living in the moment.

I feel that my thirty-eight years of experience allow me to share insight with clients that is not easily found.  I have witnessed business cycles, bubbles, and inexplicable phenomena - all which lead to very difficult markets.

It is during these troubling times that I feel it is my responsibility to help my clients prevent making financial decisions that will be detrimental to their long term goals.  We work with clients to develop a detailed, written financial plan, which identifies both long-term and short-term investment solutions tailored to individual needs.  This helps navigate through the variety of market headlines, rumors, fear, and volatility which can lead to poor investment decisions.

On a personal note, I am a resident of Paoli and serve on a board of a local private school that specializes in children with learning differences.  I am an avid golfer, love music, enjoy the beach, and I cherish time with my family.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

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• IN
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As a Financial Advisor, my strongest assets are the relationships I've established with my clients. Drawing on my experience and knowledge, I can offer customized wealth management advice and personalized service. I work closely with my clients to develop an investment strategy tailored to their needs. This ensures I have a thorough understanding of your objectives, and that you have realistic expectations and an understanding of the risks and rewards inherent in your investments.

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• CA
• CO
• CT
• DC
• DE
• FL
• GA
• KS
• KY
• MA
• MD
• ME
• MN
• NC
• NJ
• NM
• NV
• NY
• OH
• PA
• SC
• TX
• VA
• WA

As a child, I wanted to be an FBI agent when I grew up. While I'm certain the career was romanticized in cartoons and comics, I also felt this underlying force or duty that pushed me toward helping those who have been harmed or have the potential to be harmed by others.  This childhood dream may not have been fulfilled, but the passion of keeping other people safe remains in the forefront of my daily activities.

The real world may not be filled with supervillains and criminal masterminds, but there are a variety of financial dangers that the average investor faces. Predatory insurance salesmen and inattentive asset managers take advantage of unsuspecting clients far too often.  I feel it is my duty to be completely transparent and ensure investors understand how they are invested and why. 

With the growing popularity of robo-advisors and self-directed ETF accounts, many investors may feel that they are better off paying slightly lower fees and running their own investment program. As a subscriber to the growing field of Behavioral Finance, I have concerns that a low-cost, DIY mentality still cannot circumvent the behavioral biases that we as humans face.  Whether we succumb to loss aversion, self-attribution bias, or familiarity bias, an ill-timed, emotion-based trade can wreak havoc on a portfolio. 

It is extremely important that investment decisions are considered in relation to a more strategic financial plan. As a CERTIFIED FINANCIAL PLANNER™ designee, I help individuals create meaningful, written financial plans to chart out future goals.  With the context of this plan-based framework, daily market fluctuations are less likely to create negative emotional responses which could otherwise lead to poor trading decisions. 

Helping individuals overcome financial dangers through transparency, education, and planning is the driving force behind the work that my team and I do each day. 

• Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Miami University, B.A. (Psychology & Russian): 2002 - 2006
• Middlebury College, M.A. (Russian)

• Certified Investment Management Analyst®
• CERTIFIED FINANCIAL PLANNER®