“Those who are happiest are those who do the most for others.”
– Booker T. Washington
I grew up locally as part of a large extended family that focused on the importance of spending time with each other, having fun, and most of all helping those who need it. The first two usually went hand in hand, and yet the third is where a lot of my fondest memories come from. Since I can remember, my family would have and attend charity fundraisers and races to support different causes, and oftentimes get together for that purpose. Growing up with a focus on helping out the community has molded me into the person I am today.
In 2008, I graduated from Penn State with a degree in accounting. After a few years, I realized it wasn’t what I wanted to focus on. I soon found myself drawn to financial services, and in 2013, I joined Lincoln Financial helping educate advisors on the importance of long-term care. By 2016, I finally found my true calling: helping people. I joined New York Life, where I was able to find people who needed help navigating to achieve their financial goals. Over the next 4 years, I gained a wealth of knowledge and experience while helping my clients secure the proper protection for themselves and their families, as well as helping them get set up for financial success. I bring a unique perspective to Common Cents Planning with a focus on building a foundation of protection for our clients whether it be someone with a young family who is just getting started, or planning to protect them from a long-term care event. I am currently pairing that perspective with the knowledge I’m gaining while helping our clients each and every day. In 2022, I earned the CERTIFIED FINANCIAL PLANNER™ professional certification and have transitioned into a financial planner for our firm.
On a personal note, I’m a resident of Newtown Square, where I live with my wife, Kelly; our two sons, James and Liam; and our daughter Alice. My free time these days is spent chasing around and entertaining my children, coaching and carpooling to various youth sports teams, vacations down in Sea Isle, as well as spending time with my in-laws on their lake in upstate New York. I’ve also continued following my upbringing of helping others, outside of my regular day-to-day with clients. I’m a current member of the Rotary Club of Bryn Mawr as well as past vice president of the Friendly Sons of St. Patrick, an organization that focuses on raising money to contribute to worthy charitable and religious organizations and causes.
I look forward to helping you in the future!