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.

Every dollar has a job to do – and John makes sure that each one is aligned with best-in-class strategies to serve his clients’ goals.  As a financial advisor and CERTIFIED FINANCIAL PLANNER® professional, he works with his team to guide individuals and families through comprehensive financial planning, helping ensure their financial picture aligns with their vision and priorities.

Having grown up on a 7th generation farm in Ohio, John has a unique understanding and appreciation when it comes to  family businesses.  He understands the importance of having a transition plan for a closely held business, whether that may be a creative sale/transfer to family members or an outright sale to another party.

John began working for UBS in 2008, amid the global financial crisis.  Over the next several years (and subsequent market rebound), it struck him just how important it is to have a true investment plan and not rely on one’s “gut”, which can be easily swayed by emotion.  With a background in psychology and behavioral finance, he brings a deeper understanding of how human biases impact decision-making.  Whether it’s self-attribution bias, loss aversion, or confirmation bias, he helps clients recognize and navigate these challenges to protect their portfolios from avoidable risks.  John earned a B.A. in Psychology from Miami University, and his psychology expertise remains integral to his approach, blending technical precision with behavioral insight.

On personal note, John lives in Malvern with his wife and 2 children.  Despite living in Pennsylvania, he identifies as a “midwesterner” and can often be found working on his latest DIY project around the house or yard.  He is also a stringed instrument enthusiast – occasionally performing at local restaurants and private events.

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.