Overview

I'm an emerging advisor who has been in the industry just shy of 4 years. I've seen my fair share of challenges and helped dozens of families better understand and achieve a better financial future. I've recently starting from scratch after leaving one employer to join Janney Montgomery Scott in 2017. My focus has been to help individuals, families, and closely held businesses, create goals and plans and identify solutions to help monitor and achieve them. I have focused primarily on fee-based planning since my time here at Janney but specialized in insurance and annuities with my previous employer. I have a well rounded knowledge of the industry and solutions available... the challenge of starting over and finding NM cannot be understated in this day and age. I hope to help advisors who are looking to exit the industry find a person they can trust to carry on their work for the benefit of their clients through fee-based solutions, insurance, estate planning, and most importantly strong and lasting relationships from one generation to the next.

Market
Advisor/RIA
Last Activity
within 2 months

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