Helping individuals and businesses in Fort Washington, Horsham and surrounding areas plan for their financial future through the perfect combination of sound advice, realistic expectations, and vast resources, I am able to provide my clients with professional direction that roots in trust and integrity.

Assisting clients in the following areas:

For Individuals and Families

Life Insurance

Retirement Planning

Mortgage Protection

529 Plans

Rollover, Roth and Traditional IRA Funding Strategies

Disability Insurance

Mutual Funds and Investment Products

Long Term Care Insurance

For Businesses

Group Benefit Analysis

Group Health Insurance (Not Offered Through LPL Financial or Secure Planning Group, LLC)

Key Employee Insurance

Buy-Sell Agreements

Retirement Plan Analysis

Business Continuation Strategies

Business Succession Strategies

A member of the National Association of Insurance and Financial Advisors and the Past President of Business Network International Fort Washington Chapter.

Family’s finances continue to become more complex. Major financial events such as: college expenses, divorce, retirement income, taxes and financial concerns of aging parents all can have a dramatic impact on families.

I help families with these events. With my engineering background, combined with the CERTIFIED FINANCIAL PLANNER™ mark and Financial Life Planning training, I help clients understand how their financial pieces can best be utilized to overcome these events and build wealth. Areas of specialties include:

• Retirement planning, helping families understand where they stand, where they want to go, how to get there and how to sustain it for their lifetime.

• Consult families that have aging parents with the many financial, health and legacy concerns associated with aging.

• Helping families reduce college costs, coaching them on reducing taxes, financial aid, debt reduction strategies, as well as how to effectively save for college.

• With divorcing clients, coaching them on equitable distribution of their marital assets and many other financial decisions, as well as helping them discover their financial life, post-divorce.

I have served on the board of the Philadelphia Area Chapter of the Financial Planning Association, have been an active member of: Kingdom Advisers, Association of Divorce Financial Planners, Bucks County Collaborative Law Group, Bucks County Estate Planning Council and the National College Advocacy Group. In addition, I have served on the alumni board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths.