Location:
550 Hopewell Rd, Downingtown, PA 19335
Industry:
Financial Services
Work:
Fpa Wealth Management
Wealth Advisor and Director of Business Planning Services
Legacy Planning Partners Feb 29, 2004 - Dec 31, 2017
Managing Partner
New England Financial Jun 1992 - Mar 2004
Senior Advisor
Legacy Planning Partners Jun 1992 - Mar 2004
Senior Partner
New England Financial May 31, 1992 - Feb 28, 2004
Financial Advisor
Education:
Penn State University 1992 - 1995
Master of Business Administration, Masters, Business Administration, Management
University of Scranton 1982 - 1986
Bachelors, Bachelor of Science, Accounting
Archbishop Carroll High School
Skills:
Financial Advisory
Qualified Retirement Plans
Tax Management
Business Succession Strategies
Business Process Management
Interests:
Military History
Children
Skiing
Coaching
Education
Triathlons
Poverty Alleviation
Golf
Animal Welfare
Health
Certifications:
Cfp and Cpa