Our Team

For 30 years, I’ve been fortunate to serve many wonderful individuals, families, charitable organizations, and businesses with wealth management, portfolio management, and planning services. My mission is to provide my clients with personalized service and comfort, customized advice, and to deliver it with the professional integrity they deserve.  

In 2019, I established a practice through LPL Financial in Radnor, PA after many years with Wells Fargo Advisors, Merrill Lynch, and Morgan Stanley. My experience also includes various positions with the Keating Building/Development family of companies.  



I earned both my undergraduate degree in Business Administration and MBA from Villanova University. With an emphasis on continuing education, I earned the CERTIFIED FINANCIAL PLANNER® practitioner designation in 2004. 

In addition to helping my clients, I am committed to helping our regional community. I am a member of the Endowment Committee of the Friends of Ocean City Pops Orchestra. I also serve on the Finance and Investment Committee of Comprehensive Learning Center, a school serving individuals with autism spectrum disorders. I served as President of the Board of the Montgomery County Estate Planning Council and served as Board Chair of West Catholic Preparatory High School. I was the Chairman of the Board of Malvern Retreat House and was a former Trustee for The William H. McGarvey Scholarship Fund. Additionally, I volunteered as an audiobook narrator for Reading for the Blind and Dyslexic (now known as Learning Ally).  



Away from the office, I perform solo acoustic guitar shows for various venues at the South Jersey Shore. For 30 years, I played rhythm guitar and served as emcee for a Delaware County cover band called, The Junkyard Band. I also provide voice-over, narration, and emcee services for various clients and organizations. 



My wife, Maria, and I have two children and we live in Ocean City, NJ. 


Audrey serves our team as an LPL Registered Administrative Associate. As some of you may remember, Audrey and I were colleagues for many years at Wells Fargo Advisors. Audrey handles the administrative aspects of our practice such as trade execution, account management, and client service (e.g., balance inquiries, money transfers, statement questions/requests, RMD processing, and more). 

Audrey is known for her commitment to client-centered outcomes and will continue with the standards we’ve developed for responsiveness, accountability, and trust. She has over 40 years’ experience in the financial services industry, holds her FINRA Series 7 securities license through LPL Financial, and brings deep proficiency in client relations, compliance, and investment operations to our team. Audrey will be the cornerstone of our operational excellence and client service.