As Founding Partner and CSO of Amplius Wealth Advisors, I drive the strategic direction, vision, and growth initiatives for the firm and its clients, anticipating and adapting to industry trends and changes in client needs. As a nationally recognized wealth advisor, I possess unique insight into the oft-changing landscape of wealth management, and ultimately what clients value in their advisor relationship. Prior to co-founding Amplius Wealth Advisors, I was a Financial Advisor at Merrill Lynch since 2011, and most recently co-led The Liebman Marks Group. While at Merrill Lynch, I was consistently celebrated as a top advisor at the firm, focusing on a holistic wealth planning process for a select number of clients throughout the U.S.I have earned multiple industry accolades, most recently being named in February of 2021 as a “Best-In-State Wealth Advisor” from Forbes. I have also been ranked by Forbes as an “America’s Top Next-Generation Wealth Advisor” every year since the ranking’s inception in 2017.I grew up in the Philadelphia suburbs, attending Abington High School before earning a bachelor’s degree in finance at The University of Pittsburgh.I live in Ambler, PA with my wife Emily, a Speech-Language Pathologist, our son Ethan and daughter Molly. I volunteer as a coach for my children’s youth sports teams and am passionate about golf, fly fishing, skiing, and spending time with my family.