As the Director of Financial Planning at Meridian Wealth Partners, I specialize in tax-efficient accumulation and de-cumulation strategies. My journey in the financial world spans over two decades in public accounting and six years in wealth and financial planning. This extensive background allows me to craft tax-efficient financial plans tailored to our clients' needs at Meridian Wealth Partners.
Before joining Meridian, I honed my skills at esteemed firms like Drucker and Scaccetti, Wipfli, and CBIZ. I became a Certified Public Accountant (CPA) in 2007, further solidifying my expertise in the field. My academic journey began with a bachelor's degree from Virginia Wesleyan University, followed by a Masters of Taxation from Villanova University.
I'm driven by the desire to help clients work towards a worry-free retirement. There's nothing more rewarding than when a client acknowledges the effort put into their financial plan and expresses their gratitude.
Originally from Springfield, PA, I now reside in Media, PA, with my wife, Lauren, and our two children, Penny and Jack. Outside of work, I have a passion for coaching my kids' sports teams. I also cherish spending time with family and friends, diving into a good book, and cheering on Philadelphia sports teams.