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CFP®, MSFS®, Financial Planner. Financial Services Representative
16 Campus Boulevard Newtown Square, PA 19073

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.


  • Licensed to sell Life & Health Insurance in DE, FL, MD, NJ, NY, PA, TX
  • Registered Representative of MML Investors Services, LLC.
  • Obtained the CERTIFIED FINANCIAL PLANNER™ certification
  • Masters of Science in Financial Services
  • Chartered Advisor for Senior Living


  • Resident of Woolwich Township, NJ
  • Married to Melissa. Two children: A son, Avery, and a daughter, Cameron
  • Hobbies: Soccer, Traveling


  • Member, Swedesboro Woolwich Soccer Association
  • Financial Planning Association