Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.
I am a Fiduciary Financial Advisor with 10 years of experience in the financial services industry, including the past four years specializing in retirement planning and wealth management. I take a comprehensive, solution-oriented approach to financial/retirement planning, recognizing that every client has unique goals, priorities, and circumstances. Rather than relying on a one-size-fits-all strategy, I listen carefully to what matters most to each client and develop a personalized plan that brings multiple strategies together to help them achieve their overall goals with confidence. I grew up in Pennsylvania and has also called both North Carolina and Colorado home. Outside of my career, I enjoy traveling and experiencing new cultures with my wife and young son. I am passionate about the outdoors and am an avid fisherman and snowboarder. I also have a strong connection to football, having played collegiately at Saint Vincent College in Latrobe, PA. My competitive background continues to influence my approach to life and my career, emphasizing preparation, discipline, teamwork, and a commitment to helping my clients work toward their financial goals.
The Foundation for Fiduciary Education (FFE) is proud to be one of the fastest growing non-profit financial wellness programs in the country, and the only one who’s Instructors are exclusively Certified Financial Fiduciaries.
HELP US SPREAD FINANCIAL EDUCATION. BECOME A SPONSOR! Learn MoreThe Foundation Fiduciary Education (FFE) is one of the fastest growing non-profit financial wellness programs in the country!
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