My life and career were inspired early by my father, a New York City police officer, and my mother, a teacher, both of whom served as role models and influenced my desire to work hard to help people cultivate their financial lives, and to educate them about the kind of decisions that serve them best.
I had a vision of sharing a process that I created 20 years ago with clients and also teaching other advisors. The process puts people ahead of plans and assets appropriately linked to goals.
My team and I created an approach we call The Purpose Driven Process and the Portfolio of Goals and train other advisors in an effort to help others go from asset managers and investors to true stewards of their clients' life goals.
For me, it was never just about investing. Anyone can invest—and does, now that the investing has become commoditized.
But the one thing you can’t scale? Human connection.
There's a new emphasis on cultivating wealth, and helping clients achieve their goals. I've provided this for decades, and the industry is just beginning to learn this.
To me, it’s not enough to just do a good job or check some boxes. Never has been. I’m driven to improve the industry I’m in, not just work inside of it. I have long understood that wealth plans can’t sit on a shelf; they must evolve. They must be as dynamic as the lives we live.
I’m a Managing Director - Investment Officer and Senior PIM Portfolio Manager with over 25 years experience in financial services. After earning a Bachelor of Science in Business from Fordham University, I began my career at Chemical Bank and subsequently worked at Merrill Lynch as a Financial Advisor, and as a Wealth Advisor, and then as a Family Wealth Director at Morgan Stanley.
I offer specialized knowledge and analyze every aspect of my clients’ financial lives – including assets, liabilities and cash flow, current insurance coverages, and investment, estate and philanthropy plans, and raise tax issues – and execute client plans designed to help achieve their well-defined objectives. This also encompasses benchmarking progress toward reaching their financial and life goals and making necessary adjustments to recommendations to help clients stay well-funded toward the goals they value most.
I continue my practice in the San Francisco Bay Area, Silicon Valley, and Napa Valley, and now where I live in Berwyn, PA, with my wife, Jeanne, and three children, Alexia, Maia, and Bennett. I’ve had a great time coaching my kids’ sports for 14 years. In addition to leading a faith sharing group at my church, I’m also a huge music fan and love a live show.
CA Insurance License Number: 0B95710
Resident State: PA
Wells Fargo is not a tax or legal advisor.