Experience

With over 43 years of experience, John has guided clients through business cycles, market bubbles and economic anomalies bringing its own challenges. It’s during these difficult periods that my experience helps clients avoid emotionally driven decisions that could compromise their long-term goals.

John began his career in 1981, during what was then considered to be one of the most turbulent times in market history. As a second-generation Financial Advisor, he has come to appreciate that for most clients, the “current moment” always feels like the most uncertain. That perspective has shaped how he approaches financial advice: it is about understanding the emotions of today while staying grounded in a long-term strategy.

Our team builds comprehensive, written financial plans that address both near- and long-term needs. In addition, we focus more on portfolio management, hedging and diversification, tax minimization strategies and liability management.

John lives in Paoli. He is currently Vice Chair of the board of a local private school that serves students who learn differently and empowers them to become strategic thinkers and self-advocates. He  is also on the board of a Philadelphia based Charitable foundation that supports innovation in the community since 1963. John is an avid golfer, music enthusiast, beachgoer, and treasure time with his wife and two grown daughters.

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.

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. 

Samantha takes a personalized approach to wealth management, developing tailored strategies grounded in a deep understanding of each client’s goals and concerns. Her process is built on trust, respect, and open communication, helping clients focus on what truly matters to them. Whether navigating life milestones or unexpected challenges, she is committed to helping clients simplify complexity and stay aligned with their long-term financial and life goals.

As third-generation in the wealth management space, Samantha grew up with stocks and bonds as regular dinner table conversation. This early exposure sparked a interest for financial literacy, education, and transparency and the value of long-term planning. She believes that everyone—regardless of where they are in their investment journey—deserves to feel confident about their financial future.

She began her career in 2011 after graduating from Syracuse University, spending three years at Citibank and nearly a decade at BlackRock before joining UBS. Her experience across institutions and market environments informs the comprehensive and client-centric approach she brings to her practice.

Samantha lives in the suburbs of Philadelphia. Outside the office, she enjoys traveling—most recently completing visits to all seven continents—supporting Philadelphia sports teams, cooking and baking, and staying active with paddle, tennis, and golf.