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My mission is to enable your unique definition of wealth.
How much risk do I need? When can I retire? How much do I need to save? Am I going to be okay? Every question I get revolves around one concept. Can I do what I want, when I want, with my money? It it the battle we all face in balancing “more” and “enough”.
Here you will find out more about me - my company, my thoughts, my interests, and what is making me think differently than yesterday. I hope it provides us with a chance to connect on common interests. Looking forward to seeing what you have to share.
30 Second Biography
I own Personal Financial Experiences - a place where we discover the difference between being rich and being wealthy.
I'm an RIA and a fiduciary and I am a CERTIFIED FINANCIAL PLANNER.
I’m a former Naval Aviator on the P-3C Orion.
I graduated from Penn State with a degree in Nuclear Engineering. I’m a die hard Penn State football fan. I have an MBA from Old Dominion.
I go to Saint Edward the Confessor Catholic Church.
I have lived in Pennsylvania, Florida, California, and Virginia.
Favorite Places: Manuel Antonio and Playa Grande, Costa Rica; Cinque Terre, Montepulciano, Siena, Fiesole and Taormina, Italy; Canadian Rockies; Ireland; Escalante, Utah;