Joined the firm in fall of 2016 as client fulfillment associate for the Financial Planning side. Has moved into the role of paraplanner for the financial advisors. Has also taken on the role and duties of chief compliance officer.
Education and Licenses
– Bachelor’s of Business Administration with a focus on Accounting from Temple University
Enjoys watching and playing sports, the outdoors and experiencing new music.
Passion Projects and Fun Facts
Originally from the suburbs of Philadelphia, moved to Ithaca to start a family with his fiancé and 2 cats.