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My work focuses on the financial complexities of corporate executives, affluent families, and high-profile athletes.
At the Beacon Group of Companies, we provide financial and insurance services to a variety of clients. From Corporate Retirement Plans and Wealth Management to Business Insurance and Employee Benefits, we’re positioned well to provide comprehensive service.
A 40-year career in Financial Services has allowed me to witness a wide range of market cycles and personal circumstances. This variety of experiences affords me certain wisdom that only time can provide and has made me a rather eclectic financial professional. I enjoy sharing my knowledge and experiences with the world. I am widely known in the retirement plan marketplace and as a contributor to Forbes Magazine. I’ve also had the honor of appearing in publications such as The Wall Street Journal, US News & World Reports and The Philadelphia Inquirer, amongst many others.
I am a proud multiple recipient of the "Five Star" Wealth Manager award. The award recognizes a select group of professionals for excellence and exceptional client service. My financial coaching aims to help keep my clients from making costly mistakes, with a focus on financial wellness. Always acting as a Fiduciary, we put your interests first. At The Beacon Group of Companies, we strive to consistently earn our client’s trust, taking a consultative approach to Employee Benefits, Business Insurance, and Financial Services.
Outside the office, I’m a family man who loves to travel, coach youth baseball and volunteer at my church. My magnificent wife and I have been together for 21 years and married for 16. We have three awesome boys and a family mascot, Champ the dog.
There is innate value in having someone look over your entire financial picture, from portfolio performance to your insurance choices and your retirement savings. I am here to lend knowledge, help you visualize your future and build the road to help get you there!