I've always known that I wanted to do something in life that involved helping people. It wasn't until my teenage years that I realized what that was. I noticed that school wasn't providing the necessary tools for financial literacy, and I believe that is one of the largest shortcomings in the current educational curriculum.
The Financial Group of Philadelphia was started over 30 years ago with a mission to provide financial education to the community, companies, and local labor unions in the tri-state area. By joining my family's firm, I found a way to provide this much-needed financial education and, in turn, help everyone who needed guidance.
I operate with full transparency, and my number one concern is the best interest of the clients we serve. Backed by a fully independent financial services firm, I strive to ensure that our clients receive the best possible advice and service. In 2021, I became the Managing Partner of the Financial Group of Philadelphia, continuing our commitment to financial education and personal service.
I'm also a proud member of the Million Dollar Round Table (MDRT), a global, independent association of the world's leading financial services professionals from more than 70 nations around the world. In my leisure time, I enjoy spending quality moments with my family and friends. I'm an avid golfer and feel most relaxed with a golf club in my hand.