I began my career in one of the equity market’s most tumultuous months on record—and over the past 40 years I have helped clients manage their wealth throughout good times and bad. I joined UBS in 2009 after 21 years at Smith Barney. 

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

I earned my bachelor’s degree in Finance from Thomas Jefferson University. My wife and I live in Fort Washington. We just welcomed our first grandchild Skylar.

AZ, CO, FL, IL, MI, NC, NJ, NY, PA, TN