I’ve invested the last 15 years of my life helping families and business owners to pursue financial freedom by exercising my passion for out-of-the-box thinking and simplifying the complex. In 2022, I co-founded Evergreen Wealth Strategies, where I act as Managing Partner in addition to my role as a Financial Planner.

A few other things to know about me:

✨ I’m an old soul

🎧 I’m an avid podcast listener

🎤 I think I’m funny, but not everyone agrees

🏡 My wife and I are real estate investors

👨‍👩‍👧‍👦 I’m a father of two (very crazy) kids

🍸 I make a tasty herbaceous gin cocktail

🦅 I’m a Philadelphia Eagles Fan #GoBirds

Perhaps most relevant for you, I’m a Financial Planner with a passion for helping my clients with everything from retirement planning and investment management to insurance and estate planning.  With my background in advanced planning, I help my clients to make informed financial decisions in coordination with their accountants, attorneys and other advisors in an effort to best help them to achieve their financial and life goals.

I work with business owners to offer valuable insights into such areas as developing a succession strategy, utilizing key employee retention tactics, implementing a retirement plan, and optimizing employee benefits. I am passionate about helping business owners to connect the dots between the three interconnected areas of their financial lives:

1. The business and its employees
2. The owners and their interests
3. The employees and their families

I received my Bachelor’s Degree in Finance from Albright College and my Master’s Degree in Financial Services from The American College.  I’ve been a Pennsylvania native for my entire life and I currently reside in Eastern Pennsylvania with my wife and our son and daughter. When we’re not operating as a taxi service for the kids, we love getting away to enjoy wine tastings and have been to wineries in the Finger Lakes, Chianti and Sonoma regions.

Evergreen Wealth Strategies is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.