As President of Wealth Planning at Amplius Wealth Advisors, I am responsible for overseeing and implementing the financial planning and wealth management processes for Amplius and our clients. I believe successful planning must incorporate four principles – behavioral discipline, proactive ...more

As President of Wealth Planning at Amplius Wealth Advisors, I am responsible for overseeing and implementing the financial planning and wealth management processes for Amplius and our clients. I believe successful planning must incorporate four principles – behavioral discipline, proactive monitoring, room for error, and most importantly, client action. As such, I take a deeply personalized approach to working with clients and focus on a segmented plan structure that emphasizes control of the controllable. Many of my clients are in the software and IT industry, which allows me to provide expertise around company benefits and other niche financial planning strategies specific to their career. Prior to Amplius Wealth Advisors, I was a wealth advisor at Merrill Lynch in the Philadelphia region for nearly five years, working with The Liebman Marks Group for the latter three years. Before Merrill Lynch, I began my wealth management career with Karr Barth Associates in Bala Cynwyd, PA. I grew up in the northern suburbs of New Jersey, attending Randolph High School before moving to Philadelphia to earn a bachelor’s degree as a dual major in both finance and marketing at Drexel University’s LeBow College of Business. I was also a captain and member of the Drexel Men’s Ice Hockey team. I live in Philadelphia, PA, and am a current Big Brother with the Big Brothers Big Sisters organization in the Independence region, providing adult mentoring to children in the Eastern Pennsylvania area. I am passionate about ice hockey, exercise, reading, being outdoors, and spending time with friends and family.less